Open topic with navigation

> Manufacturing / Works Orders / Processing / Amending picking lists

Amending picking lists

About amending picking lists

If you need to amend a picking list once you have produced it, you can do so using this process.

You cannot amend a picking list for an allocation that has already been fully issued. However, you can amend the picking list for the un-issued element of a partially issued works order.

To amend picking lists

Open: Works Orders > Processing > Amend Picking List.

  1. Select the works order.

    2. The works order allocation lines are displayed.

  2. Select an allocation and click Edit Allocation.

    3. The Amend Picking List Allocation Warehouses window appears.

    This lists all warehouses which contain stock items on order.

    Note: You can choose to supply different quantities from different warehouses but the total you select must not exceed the total allocated quantity.

  3. Select the warehouse and click Edit Allocation.

    Amend allocations for non-traceable components

    If the component is not traceable, then all bins linked to the allocation warehouse are displayed.

    You can:

    • Select the bin used for the allocation and enter a New Allocation value.
    • Select a bin not already linked to the allocation (if Free Stock exists for the bin) and enter a New Allocation value.
    • When you have finished making adjustments, click OK.

    Note: The New Allocation value must match the stock item unit of measure. If not, it is automatically adjusted to the nearest appropriate value.

    Amend allocations for traceable components

    If the component is traceable, then traceable items currently used at the selected warehouse are displayed with any unallocated traceable items held in the same warehouse.

    • To change a component allocation, clear the box for an item that is currently selected and select the box for an item that you want to use instead.

      • Note: If the item is batch traceable, enter the quantity of the item to adjust.

    • When you have finished making adjustments, click OK.
  4. Repeat the adjustment process until all allocation adjustments have been made.

    5. Works order allocations and stock balances are adjusted.

  5. Click Close on the Amend Picking List window.
See also

Other tasks

Print picking list

Reference

Issuing stock

Getting started with traceability

Go to top