Picking list registration (form)

Article
04/11/2017

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Periodic > Picking list registration.

–or–

Click Sales and marketing > Journals > Sales orders > Picking list registration.

–or–

Click Inventory management > Periodic > Transfer orders. Click Posting > Picking list registration.

Use this form to confirm the items that have been picked for sales orders, transfer orders, warehouse orders or any other order references where picking registration is needed.

The form has three main sections:

Use the Criteria section to filter the information displayed in the form based on picking method or based the bar code or picking route ID.
Use the Lines section to view details about each picking line.

Use the Order picking overview section to get an overview of the all lines for one order, including items not to be picked from inventory. Order picking has one picking list for each order.

Note

Depending on configuration and license keys, some options and fields may be unavailable.

Navigating the form

The following tables provide descriptions for the controls in this form.

The tabs and controls that were added to this form for the Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Warehouse management.

Tabs

Upper pane

Tab	Description
Overview	Picking lists to be updated or confirmed.
General	Details about the selected picking list.
Delivery	Delivery information such as customer name and address and delivery date. This information is primarily relevant for order picking where there is one picking list for each order.

Overview

Picking lists to be updated or confirmed.

General

Details about the selected picking list.

Delivery

Delivery information such as customer name and address and delivery date.

This information is primarily relevant for order picking where there is one picking list for each order.

Lower pane

Tab	Description
Lines	Picking list lines to be updated or confirmed.
General	Details about the selected picking list line.
Dimension	Inventory dimensions used for the item in the picking list line.

Buttons

Upper pane

Button	Description
Updates	Update lines to Picked or Complete if this has been set up as part of outbound rules.
Functions	Activation: Activate the picking route. Start picking route: Start picking on a picking route that has status Activated. Open output orders: View open output orders for the picking route. Cancel picking route: Cancel all lines in the picking route. If one or more lines have already been picked and the Handling status for the lines is Picked or an even later status, it is not possible to cancel the route. Deliver picked items: Manually deliver picked items and specify where you want picked items to be delivered after picking. The status of each line changes according to the setup stage that you have defined in the Outbound rules form. The program automatically removes any lines that have been delivered and highlights the next items to be delivered.
Print	Print the picking list. To make it easier to update the information in the form, the printed picking list is sorted in the same way as the lines in the form.

Updates

Update lines to Picked or Complete if this has been set up as part of outbound rules.

Functions

Activation: Activate the picking route.

Start picking route: Start picking on a picking route that has status Activated.

Open output orders: View open output orders for the picking route.

Cancel picking route: Cancel all lines in the picking route. If one or more lines have already been picked and the Handling status for the lines is Picked or an even later status, it is not possible to cancel the route.

Deliver picked items: Manually deliver picked items and specify where you want picked items to be delivered after picking. The status of each line changes according to the setup stage that you have defined in the Outbound rules form. The program automatically removes any lines that have been delivered and highlights the next items to be delivered.

Print

Print the picking list.

To make it easier to update the information in the form, the printed picking list is sorted in the same way as the lines in the form.

Lower pane

Button	Description
Functions	Split: If the complete quantity cannot be picked due to, for example, inventory shortage, spilt the line into two. Both lines will have the same Lot ID. Note that for sales orders this is possible only if the customer allows partial delivery. This is set up on each sales order line in the Sales order form (the Complete option on the General tab) Unpick: For lines that are already Complete, register that items for the selected line have been put back in the inventory. This could for example be relevant if items were picked and reported from the wrong batch or if the customer does not need the full picked quantity. Cancel picking line: For lines that are not Complete, remove them from the picking list. This command corresponds to using the Delete Record command on the toolbar. Cancel picking line: Cancel the selected lines. If one or more lines have already been picked and the Handling status for the lines is Picked or an even later status, it is not possible to cancel.
Output orders	Opens the Output order form that provides information about the output orders found in the system.
Inventory	For the selected line, view inventory transactions, on-hand items or reservations. Use Dimensions display to choose which of the inventory dimensions to display in the current form.

Functions

Split: If the complete quantity cannot be picked due to, for example, inventory shortage, spilt the line into two. Both lines will have the same Lot ID.

Note that for sales orders this is possible only if the customer allows partial delivery. This is set up on each sales order line in the Sales order form (the Complete option on the General tab)

Unpick: For lines that are already Complete, register that items for the selected line have been put back in the inventory. This could for example be relevant if items were picked and reported from the wrong batch or if the customer does not need the full picked quantity.

Cancel picking line: For lines that are not Complete, remove them from the picking list. This command corresponds to using the Delete Record command on the toolbar.

Cancel picking line: Cancel the selected lines. If one or more lines have already been picked and the Handling status for the lines is Picked or an even later status, it is not possible to cancel.

Output orders

Opens the Output order form that provides information about the output orders found in the system.

Inventory

For the selected line, view inventory transactions, on-hand items or reservations.

Use Dimensions display to choose which of the inventory dimensions to display in the current form.

Fields

Field	Description
Criteria	Use the Order picking and the Consolidated picking to filter on picking routes based on one or the other picking method. Use Picking route to filter on a specific picking route or on the bar code associated with the picking route. Tip When Mode of handling is Document, the bar code can be scanned from the paper picking list and into the Picking route field. This is an easy way to filter the form and display the relevant picking route.
Handling status	Status for the picking route or, in the Lines section, for the individual lines. In the Overview section status is based on the status of the individual lines in the shipment and is equal to the lowest of the line states. For example, if one of the lines is in status Activated while other lines are in status Complete, the shipment will be in status Activated. Possible states: Registered: This state is relevant for consolidated picking only. It is set when the Reserve now button on the Shipments form is pressed. Activated: For order picking the picking route state will be Activated when creating a picking route and not performing an auto pick. For consolidated picking the picking route state be Activated when activating a picking route. This can be done from the Shipments form or when lines are activated from the Picking list registration form. Started: Picking has been started, either from the Picking routes when guided pick is used, or when performing the first pick. Complete: Picking has been completed. Note that the picking route status when the picking list is posted depend on a parameter setting on the Accounts receivable parameters form: The picking route status may go directly do Complete. For more information, see Accounts receivable parameters (form). Canceled: Picking has been cancelled for the order.
Activation date	The date the picking route was activated.
Reference	The type of transaction that initiated the picking route.
Number	The number of the transaction that initiated the picking route.
Optimized picking	Specify that the route does not contain any service item lines or lines with no active location inventory dimensions.
Picking area	Unique ID for the picking area.
Warehouse	Warehouse where the items were picked.
Shipment type	Shipment type can be Order picking or Consolidated picking. For more information, see Picking methods.
Picking pallet	ID of the pallet used for picking.
Mode of handling	The default setting comes from the Store areas form. The mode of handling refers to the two ways of picking: using a hand-held device and registering picked items on an ongoing basis - or printing the picking list on paper and updating Microsoft Dynamics AX after completion of picking.
Worker	The name of the worker to pick items for the shipment.
Priority	Priority of the picking route, relative to other picking routes. The higher the value, the higher the priority. The priority is used to sort the Picking route list in the Picking routes form.
Automatically decrease quantity	This parameter is used in connection with the Mode of handling parameter and is automatically selected when Mode of handling is Online. When the quantity for a specific item on one picking line increases, the quantity for the same item on another picking line within the same picking route automatically decreases . This is intended for use when picking is registered on a hand-held device and the update is immediate. Note The automatic decrease of quantity to match a quantity increase for the same item on a different picking line only apply in the same order line.
Estimated handling time	Estimated total time from when the items for the shipment are picked and until they are shipped.
Volume	The total volume of items to pick. Volume is defined as part of the item setup on the Manage inventory tab in the Released product details form. The maximum volume for a picking route is defined as part of the warehouse setup on the Warehouses form.
Activation date	Date and time when the shipment was activated.
Start date/time	Date and time when the shipment was started. The start time stamp is set when the Start picking route button on the Picking routes form is pressed, or when the first line on the picking list is updated.
End date/time	Date and time when the shipment was completed, that is when the shipment is in status Complete.
Requested ship date	Date when the shipment will be delivered. The date comes from the issue reference, for example a sales order, and is relevant for order pick only. The date information is also available on the End date/time tab.
Lot ID	Unique inventory transaction ID.
Item number	Unique identification of the item.
Inventory dimensions	Item dimensions as defined on the item or item group. Tip Use Dimensions display on the Inventory button to select which dimensions to display for the lines.
Requested ship date	The confirmed delivery date.
Quantity	The quantity to pick. If the full quantity has not been picked, the actual quantity picked is entered here. If a quantity of zero is entered, the status is updated to canceled during picking update.
Reserved	Indicates that the items are already reserved in the inventory.
Inventory order	Identification of the inventory order
Type	Order type. Consolidated picking Pallet transport Order picking
Reference	The type of inventory transaction that initiated the item pick.
Quantity	The quantity to pick.
Item sort code	The sequence in which to pick the item, relative to other items. Sort codes are sorted and sequenced on the picking route in ascending order. This is set up on the Manage inventory tab in the Released product details form.
Sort code	The sequence in which to go to this location on the picking route, relative to other locations. Sort codes are sorted and sequenced on the picking route in ascending order. This is set up on the Inventory locations form. If there is a conflict between the Item sort code and the Sort code, the Item sort code will be used.
Volume	The height and width of the item; defined as part of the item setup.
Estimated handling time	Estimated time to pick the item; defined as part of the item setup.
Handling time	Actual time to pick the item; registered when the item pick is completed.
Worker	ID of the worker who is doing the item pick.
Picking pallet	The ID of the pallet used for the item pick.
Shipment	Unique ID of the shipment that the line belongs to.
Requested ship date	Planned delivery date for the item.
Item number	Unique item identification.
Inventory order	Output order identification.
Reference	The type of transaction that initiated the picking route. This information is also listed on the Overview tab.
Number	Order number. This information is also listed on the Overview tab.
Requested quantity	The quantity released to inventory for picking. This quantity may be identical to the reference issue request, for example the sales order, but may also be different. For example, if the quantity on the sales order is "100", the quantity to deliver now, and therefore, the Requested quantity, might be "80".
Inventory order quantity	Quantity in the shipment.
Quantity not in shipment	Indicates the quantity that remains to be picked for the shipment; used only if the order could not be fulfilled.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

Picking list registration (form)

Navigating the form

Tabs

Upper pane

Lower pane

Buttons

Upper pane

Lower pane

Fields

Additional resources