Lesson 10

Paperless Fulfillment of Orders

Back to D210: Inv Order Mgmt Automated Warehouse Operations

Lesson 10: Paperless Fulfillment of Orders

In this lesson, you will learn about the paperless processing of single-shipment and wave pick lists using warehouse management forms with automated operations.

Paperless Picking: General Information

In this topic, you will read about the paperless picking workflow in Acumatica ERP. If the Paperless Picking feature is enabled on the Enable/Disable Features (CS100000) form, you can organize the warehouse picking jobs without printing paper pick lists. The process of picking must be prepared by a warehouse manager for the system to manage the picking queue, priorities, and direct assignments of the pick lists. For simplicity, this topic will illustrate the workflow of paperless picking only for single-shipment pick lists. The paperless picking supports wave and batch pick lists too.

Learning Objectives

In this lesson, you will do the following:

  • Create pick lists
  • Change the priority of pick lists
  • Assign pick lists to pickers
  • Pick and pack items without printing a pick list
  • Confirm the shipment aer packing the items

Applicable Scenario

You can use the paperless picking flow for processing daily picking jobs in your warehouse when you organization wants to save on paper. With a paperless picking flow, the warehouse manager prepares pick lists for orders to be shipped and does not print the pick lists. Pickers accept a pick list, collect the items, and organize them in the individual totes assigned to each pick list. When the items are brought to the packing location, the packer takes the items from each of the totes, verifies that the shipment is collected correctly, and packs the items into boxes.

General Process of Paperless Picking

The workflow of fulfilling orders with the paperless picking workflow is shown in the following diagram. Lesson 10: Paperless Fulfillment of Orders | 100

The paperless picking workflow includes the following processes performed by the following persons:

  1. A warehouse manager opens the Create Pick Lists (SO503050) form, selects the type of pick lists to be created and the shipments to be processed, specifies the process parameters, and creates the pick lists. Lesson 10: Paperless Fulfillment of Orders | 101
       Then on the Manage Picking Queue (SO503075) form, the warehouse manager assigns pickers and changes
   the pick list priority if required, and then sends the pick lists to the picking queue. Aer that, the warehouse
   manager opens the Picking Queue (SO503080) form and manages the process of picking and packing in live
   mode.
  2. A warehouse worker acting as a picker opens the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app), switches to Pick mode, and scans the reference number of a pick list or clicks Next List on the form toolbar to accept a pick list from the picking queue. The picker scans the location, then the barcode of the tote that will be used for picking items for a particular pick list. Aer the picker scans the tote, the system assigns the tote to the pick list. Then the picker goes through the warehouse, picks the items, scans items' barcodes and quantities, and puts the items in the tote.
  3. A warehouse worker acting as a packer opens the Pick, Pack, and Ship form (or the corresponding screen in the Acumatica mobile app), switches to Pack mode and scans the reference number of the tote. Then the packer scans the barcode of the box to which the items are being packed, takes the items from the totes, scans the barcodes and the quantity of items being packed, and puts items in boxes. When all the items are packed, the packer confirms the shipment.
    The following sections illustrate and describe the workflows for a warehouse manager, a picker, and a packer in detail. By understanding the workflow for each of these employees, you can better understand the paperless picking workflow in a warehouse.

Workflow for a Warehouse Manager

The workflow of a warehouse manager involves the actions shown in the following diagram. Lesson 10: Paperless Fulfillment of Orders | 102

To prepare pick lists in a paperless picking flow, the warehouse manager performs the following steps:

  1. Selects the type of pick lists to be prepared. The warehouse manager opens the Create Pick Lists (SO503050) form and selects the Create Single- Shipment Pick Lists action.
  2. Optional: Specifies whether the pick lists will be printed. In the Selection area of the Create Pick Lists form, the manager selects the Print Pick Lists check box to specify that a printing version should be prepared for the pick list aer the list is created.
  3. Optional: Specifies whether the pick list will be added to the picking queue aer creation. In the Selection area of the Create Pick Lists form, the manager selects the Send to Picking Queue check box to specify that the pick list should be added to the picking queue immediately aer the list is created. With the check box selected, the system will assign the Added to Queue status to the list.
  4. Optional: Specifies whether the shipment will be confirmed when the related pick list is confirmed. In the Selection area of the Create Pick Lists form, the manager selects the Confirm Shipment on Pick List Confirmation check box to specify that the system must confirm the shipment as soon as the pick list is confirmed.
  5. Selects shipments. Lesson 10: Paperless Fulfillment of Orders | 103
       In the table, the manager selects the unlabeled check boxes in the lines with the shipments, for which pick
   lists will be created.
  6. Creates pick lists. On the form toolbar of the Create Pick Lists form, the manager clicks Process to create the pick lists for the selected shipments. By default, the system creates the pick lists with the On Hold status.
  7. Optional: Changes the priority of the pick lists. On the Manage Picking Queue (SO503075) form, the manager selects the Change Picking Priority action, selects an option in the Set Picking Priority to box in the Selection area, selects the unlabeled check boxes in the lines with the pick lists, and clicks Process on the form toolbar. By default, the system creates all pick lists with the Medium priority.
  8. Optional: Assigns pickers to pick lists. On the Manage Picking Queue form, the manager selects the Assign Pick List action, selects a picker in the Assign to Picker box in the Selection area, selects the unlabeled check boxes in the lines with the pick lists, and clicks Process on the form toolbar.
  9. Sends pick lists to the picking queue. On the Manage Picking Queue form, the manager selects the Send to Picking Queue action, selects the unlabeled check boxes in the lines with the pick lists, and clicks Process on the form toolbar. The system assigns the Added to Queue status to the pick lists, and they appear on the Picking Queue (SO503080) form. 10.Optional: Monitors the picking and packing process. On the form toolbar of the Picking Queue form, the manager clicks Start Watching to make the system refresh the data in the table every 3-5 seconds. 11.Optional: Changes the priority and assignees of pick lists. In the table of the Picking Queue form, the manager changes the priority or assignee of a pick list by selecting another value in the Priority or Assigned Picker columns for the line with the pick list. To change the priority or assignee of a pick list, the monitoring of the picking queue must be disabled by clicking Cancel in the Executing dialog box in the upper right of the form title bar.

Workflow for a Picker

The workflow of a picker involves the actions shown in the following diagram. Lesson 10: Paperless Fulfillment of Orders | 104

To pick the items from a pick list, the picker performs the following steps:

  1. Switches to Pick mode. Lesson 10: Paperless Fulfillment of Orders | 105
    The picker opens the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app) and switches to Pick mode by scanning or entering @pick barcode.
  2. Clicks Next List. To start the automated processing, the picker clicks Next List on the form toolbar, and the system prompts the picker to enter the barcode of the current location of the picker. When the picker enters the location, the system suggests the pick list to the picker by using the following priority: a. A pick list that has been assigned directly to the particular picker by the manager; if multiple pick lists assigned to this picker by the manager exist, the system suggests the pick list that has the highest priority and nearest location. b. A pick list that is not assigned directly to the particular picker by the manager, but has the highest priority and the nearest location between those that are not assigned by the manager.
  3. Scans the barcode of the tote to be assigned to the pick list. The picker scans the barcode of a tote that will be used for picking the pick list. The tote number is mandatory in the paperless picking workflow because the tote is required to identify the pick list when a packer receives the picked items. The picker does not have a printed version of the pick list anymore, and the packer will not be able to identify the shipment to which the items belong without the tote number. If totes are not used in your warehouse, and you want to continue printing paper pick lists, you can pick items in shipments without creating a pick list on the Create Pick Lists (SO503050) form, or disable the Paperless Picking feature on the Enable/Disable Features (CS1000000) form.
  4. In each location from the pick list, picks the items as follows: a. Scans the location barcode. The system suggests the nearest location in the lines of the pick list that is currently selected. The picker goes to this location and scans its barcode. b. Scans the item barcode. The system shows the first item to be scanned in the current location. The system displays the picked quantity in the Picked Quantity column and highlights the line (in bold if the line has been picked partially, or in green if the line has been picked in full). If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the picked quantity in the base unit of measure for this item. c. Optional: Scans the lot or serial number of the item. If the item has a lot or serial number, the system shows the barcode of this lot or serial number to be scanned. The picker scans the lot or serial number of the item. d. Optional: Scans the item quantity. To change the picked quantity in the line that is currently being processed, the picker switches to Quantity Editing mode by clicking the Set Qty button on the form toolbar (or by scanning or entering the *qty barcode) and manually enters the quantity in the UOM defined by the barcode of the scanned item. If the pick list contains lines of multiple sales orders with the same item and location, the picker can enter the consolidated quantity of these lines. The system will automatically distribute the entered quantity among the lines with this item. e. Optional: Scans another tote If the items to be picked do not fit the tote or totes assigned to a pick list of the Single-Shipment or Wave type, the picker can click the Add Tote button on the form toolbar. The button becomes available if one of the following conditions is met:
  • At least one item has been picked to a tote assigned to the single-shipment pick list.
  • At least one item has been picked in each tote assigned to a wave pick list. Lesson 10: Paperless Fulfillment of Orders | 106
           If the picker scans an additional tote for the pick list, the system asks to scan the tote to which the items
       will be picked before picking each new item in the pick list.
    f. Optional: Confirms the line quantity.
       If there are not enough units of the item, the picker can click the Confirm Line Quantity button
       with a short quantity. Depending on the Short Shipment Confirmation setting on the Warehouse
       Management tab of the Sales Orders Preferences (SO101000) form, the picker may confirm the short
       shipment or return to the picking of the short line aerwards by selecting this line and clicking Proceed
       Picking.
    g. Picks another item.
       If another item must be picked from the currently selected location, the system shows the barcode of this
       item. The picker repeats the process starting from the second substep of this step.
    h. Picks items from another location.
       If items from another location must be picked according to the pick list, the system suggests scanning
       the barcode of the needed location. The picker repeats the process starting from the first substep of this
       step.
  1. Completes the picking process. When all items from the pick list are picked, the picker performs one of the following actions:
  • The picker scans the confirmpick barcode or clicks the Confirm Picking button on the form toolbar to confirm that the picking process is finished. The system confirms the pick list—that is, it assigns the Picked status to the pick list and displays it on the Pack tab on the Picking Queue (SO503080) form—and the system does not suggest the next pick list to pick.
  • The picker scans the confirmpickandnext barcode or clicks the Finish and Next button on the form toolbar to confirm that the picking process is finished. The system confirms the pick list and suggests the next pick list to be picked. The system uses the last scanned location as the current location of the picker to suggest the nearest pick list. Aer finishing the picking, the picker brings the totes with the items to the packing location.

Workflow for a Packer

The workflow of a packer involves the actions shown in the following diagram. Lesson 10: Paperless Fulfillment of Orders | 107 Lesson 10: Paperless Fulfillment of Orders | 108

To pack the items for a shipment, the packer performs the following steps:

  1. Switches to Pack mode. The packer opens the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app) and switches to Pack mode by scanning or entering @pack barcode.
  2. Scans the pick list number or barcode of the tote or totes. The packer scans the pick list number or the barcode of the tote or totes to start packing the items for shipping.
  3. For each box being packed for the selected pick list, the packer does the following: a. Scans the barcode of the box. The packer scans the barcode of the box into which the items will be packed. b. Scans the item barcode. When the packer scans the barcode of the packed item, the system searches for the item in the lines of the pick list that is currently selected. If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the packed quantity in the base unit of measure for this item. The system shows the packed quantity in the Packed Quantity column and highlights the line (in bold if the line has been processed partially, or in green if the line has been processed in full). c. Optional: Scans the item quantity. To change the packed quantity in the line that is currently being processed, the packer switches to Quantity Editing mode by scanning or entering the *qty barcode, and manually enters the quantity in the UOM defined by the barcode of the scanned item. d. Packs another item. If another item needs to be packed in the current box, the packer returns to scanning the item barcode (that is, returns to the second substep of this step) and repeats the process for the item, or proceeds to the next step if all items have been packed in the box. e. Confirms the box. If all items have been packed in the box, the packer confirms the current box by scanning the *ok barcode or by clicking the OK button. f. Optional: Enters the box weight. If the Confirm Weight for Each Package check box is selected on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, the system requires the packer to confirm the weight of each box aer the package is confirmed. If the packer wants to accept the automatically calculated weight of the box, they can do that by clicking OK on the form toolbar or by scanning the *ok command. If the packer wants to change the calculated weight of the box, they must enter the new value to continue to the next step. g. Optional: Enters the new package dimensions. If the Confirm Dimensions for Packages with Editable Dimensions check box is selected on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form and the packer confirms a package that includes a box with the Editable Dimensions check box selected on the Boxes (CS207600) form, the system requires the packer to confirm the existing dimensions or enter different dimensions for the box. If the packer wants to accept the default dimensions of the box, they can do that by clicking OK on the form toolbar or by scanning the *ok command. If the packer wants to change the dimensions of the box, they must enter the length, width, and height (in this order) in one string with a space as a separator to continue to the next step. The following example shows the entry of dimensions: 20 15 40. h. Packs another box. Lesson 10: Paperless Fulfillment of Orders | 109
           If more items need to be packed for the current shipment, the packer returns to scanning the barcode of
       the box (returns to the first substep of this step) and repeats the process for another box.
  4. Completes the packing process. If the packer has finished the packing operation and specifying shipping options is not needed, the packer scans the confirmshipment barcode or clicks the Confirm Shipment button on the form toolbar. The system confirms the shipment that is currently being processed, and prints labels for the packed boxes.

Paperless Picking: Implementation Activity

In the following implementation activity, you will learn how to enable the Paperless Picking feature.

Story

Suppose that the SweetLife Fruits & Jams company has decided to switch to a paperless picking workflow in order to reduce the costs in the picking and packing process. Acting as the implementation manager, you need to enable the needed feature.

Process Overview

In this activity, you will enable the needed feature on the Enable/Disable Features (CS100000) form.

System Preparation

Before you enable the Paperless Picking feature, launch the Acumatica ERP website, and sign in to a company with the U100 dataset preloaded. You should sign in as the implementation manager with the gibbs username and the 123 password.

Step: Enabling the Needed Feature To give users the ability to process automated picking and packing operations without printing paper pick lists , do the following to enable the Paperless Picking feature:

  1. Open the Enable/Disable Features (CS100000) form.
  2. On the form toolbar, click Modify.
  3. Select the Paperless Picking check box.
  4. On the form toolbar, click Enable.

Paperless Picking: To Process Single-Shipment Pick Lists

In the following activity, you will learn how to process a single-shipment pick list. That is, you will prepare, pick, and pack a pick list of the Single-Shipment type in the paperless picking workflow.

Story

Suppose that in the Wholesale warehouse of SweetLife three shipments require shipping. Two of the shipments are the urgent ones, and the warehouse manager wants to assign picking of these shipments to a picker who picks items faster than any other picker in the warehouse. The third shipment can be picked by any warehouse worker. Lesson 10: Paperless Fulfillment of Orders | 110

Configuration Overview

In the U100 dataset, the following tasks have been performed to support this activity:

  • On the Enable/Disable Features (CS100000) form, the following features have been enabled in the Inventory and Order Management group of features:
  • Warehouse Management
  • Fulfillment
  • On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: L3R1S2, L3R2S2, and L3R3S2. On the Totes tab, the following totes have been defined: T14 and T15.
  • On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding barcodes have been defined:
  • ORJAM96, which has the OJ96 barcode
  • LEMJAM96, which has the LJ96 barcode
  • APJAM96, which has the AJ96 barcode
  • On the Boxes (CS207600) form, the LARGE box has been defined.
  • On the Sales Orders (SO301000) form, the following sales orders have been created for the COFFEESHOP customer: 000063, 000063, and 000065.
  • On the Shipments (SO302000) form, the following shipment documents have been created for these sales orders: 000059, 000060, and 000061.

Process Overview

  1. Acting as a warehouse manager, you will open the Create Pick Lists (SO503050) form, select the shipments to be processed, and create single-shipment pick lists.
  2. You will open the Manage Picking Queue (SO503075) form, raise the priority of two pick lists out of three.
  3. On the same form, you will assign these two pick lists to a selected picker.
  4. On the same form, you will send all created pick lists to the picking queue.
  5. Acting as a picker, you will pick items in the first urgent pick list by using the Pick, Pack, and Ship (SO302020) form.
  6. On the same form, you will pick items in the second urgent pick list.
  7. Acting as a packer, you will pack one of the shipments of the wave by using the Pick, Pack, and Ship form and review the confirmed shipment on the Shipments (SO302000) form.
           In any working mode, you enter a command or barcode by typing it in the Scan box and pressing
       Enter. In production systems, you will scan the appropriate barcodes rather than manually entering
       them.

System Preparation

Before you start performing paperless picking, do the following:

  1. Launch the Acumatica ERP website, and sign in to a company with the U100 dataset preloaded. You should sign in as a warehouse manager with the angelo username and the 123 password.
  2. In the info area, in the upper-right corner of the top pane of the Acumatica ERP screen, make sure that the business date in your system is set to 1/30/2025. If a different date is displayed, click the Business Date menu Lesson 10: Paperless Fulfillment of Orders | 111
        button and select 1/30/2025 on the calendar. For simplicity, in this activity, you will create and process all
    documents in the system on this business date.
  3. On the Enable/Disable Features (CS100000) form, make sure that the Paperless Picking feature is enabled.
  4. On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, make sure that the Display the Pick Tab and Display the Pack Tab check boxes are selected.

Step 1: Creating Pick Lists To create pick lists, acting as the warehouse manager, do the following:

  1. Open the Create Pick Lists (SO503050) form.
  2. In the Action box, select Create Single-Shipment Pick Lists.
  3. In the Warehouse box, select WHOLESALE.
  4. In the End Date box, make sure 1/30/2025 is specified.
  5. In the table, select the unlabeled check boxes next to the shipments with reference numbers from 000059 through 000061.
  6. On the form toolbar, click Process. Close the Processing dialog box aer processing completes.

Step 2: Changing the Priority of Pick Lists To change the picking priority of the created pick lists, do the following:

  1. Open the Manage Picking Queue (SO503075) form.
  2. In the Action box, select Change Picking Priority.
  3. In the Warehouse box, select WHOLESALE.
  4. In the table, select the unlabeled check boxes next to the pick lists with the 000059 and 000060 reference numbers.
  5. In the Selection area, select Urgent in the Set Picking Priority to box.
  6. On the form toolbar, click Process. Close the Processing dialog box aer processing completes.
    Notice that the value in the Priority column for the pick lists with reference numbers 000059 and 000060 has been changed to Urgent.

Step 3: Assigning Pick Lists to a Picker To assign the pick lists with the Urgent priority to a picker, do the following:

  1. While you are still viewing the pick lists on the Manage Picking Queue (SO503075) form, in the Action box, select Assign Pick Lists.
  2. In the Warehouse box, make sure that WHOLESALE is selected.
  3. In the End Date box, make sure that 1/30/2025 is specified.
  4. In the table, select the unlabeled check boxes next to the shipments with the 000059 and 000060 reference numbers.
  5. In the Selection area, select hardin in the Assign to Picker box.
  6. On the form toolbar, click Process. Close the Processing dialog box aer processing completes.
    Notice that the Assigned Picker column for the pick lists with reference numbers 000059 and 000060 has the hardin value. Lesson 10: Paperless Fulfillment of Orders | 112

Step 4: Sending the Pick Lists to the Picking Queue To send the pick lists to the picking queue, do the following:

  1. While you are still viewing the pick lists on the Manage Picking Queue (SO503075) form, in the Action box, select Send to Picking Queue.
  2. In the Warehouse box, make sure that WHOLESALE is selected.
  3. On the form toolbar, click Process All. Close the Processing dialog box aer processing completes.
  4. Sign out of the system.

Step 5: Picking Items in the First Urgent Pick List Acting as Steven Hardin, the picker, you will accept a pick list, assign a tote to the pick list, and then pick the items, placing them in the selected tote. Do the following:

  1. Sign in to the system as a picker by using the hardin username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
  3. On the form toolbar, click Next List. In the Summary area, the system prompts you to enter the nearest location.
  4. In the Scan box, enter L3R3S1. The system loads the 000060 pick list which is assigned to you and has the closest location.
  5. Enter T14 to assign a tote to the pick list you will be picking. The system assigns the tote to the 000060 pick list and shows the tote ID in the Tote ID column for the only line of the pick list. You have assigned the tote to the pick list, and you can start picking the items.
  6. Follow the instructions of the system to pick the items: a. Enter L3R3S2 to select the location from which you are currently picking items. b. Enter OJ96 to pick the item. (OJ96 is the barcode for ORJAM96, the 96-ounce jar of orange jam, which is included in the 000060 shipment.) The system highlights the line in bold and specifies 1 as the Picked Quantity. c. Set the quantity of the item to 5 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 5. This indicates that five 96-ounce jars of orange jam have been picked from the location and placed in the T14 tote.
    The system indicates that you have finished picking items in the first urgent pick list. In the next step, you will learn how to start picking another pick list.

Step 6: Picking Items in the Second Urgent Pick List Acting as Steven Hardin, the picker, you will accept the second pick list, assign a tote to the pick list, and then pick the items, placing them in the selected tote. Do the following:

  1. On the form toolbar of the Pick, Pack, and Ship (SO302020) form, click Finish and Next to confirm that picking of the first pick list is finished and you are ready to pick another. The system loads the 000059 pick list, which is assigned to you.
  2. In the Scan box, enter T15 to assign a tote to the pick list you will be picking. Lesson 10: Paperless Fulfillment of Orders | 113
       The system assigns the tote to the 000059 pick list, and shows the tote ID in the Tote ID column for all lines
   of the pick list.
   Now you have assigned the tote to the pick list, and you can start picking items.
  3. Follow the instructions of the system to pick the items: a. Enter L3R2S2 to select the location from which you are currently picking items. b. Enter LJ96 to pick the item. (LJ96 is the barcode for LEMJAM96, the 96-ounce jar of lemon jam, which is included in the 000059 shipment.) The system highlights the line in bold and specifies 1 as the Picked Quantity. c. Set the quantity of the item to 3 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, type 3. This indicates that three 96-ounce jars of lemon jam have been picked from the location and placed in the T15 tote. You have finished picking items from this location, so you will proceed to picking items from another location.
  4. Follow the instructions of the system to go to the second location and pick the items: a. Enter L3R1S2 to select the location from which you are currently picking items. b. Enter AJ96 to pick the item. (AJ96 is the barcode for APJAM96, the 96-ounce jar of apple jam, which is included in the 000059 shipment.) c. Set the quantity of the item to 5. The system indicates that you have finished picking items in the 000059 pick list.
  5. On the form toolbar, click Confirm Pick List to confirm that picking has been finished and you are not going to pick items from other pick lists.
  6. Sign out of the system.

Step 7: Packing Items for a Shipment For the purposes of this activity, you will pack just one of the shipments for a pick list with the picked items, acting as a warehouse worker who handles packing. To pack one of the shipments, do the following:

  1. Sign in to the system as a warehouse worker who will perform packing operations by using the sauer username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form.
  3. Enter T14, which is the reference number of the tote ready for packing.
  4. Enter LARGE to select the box in which you are packing the items.
  5. Enter OJ96 to select the item being packed. The system highlights the first line of the shipment in bold and specifies 1 as the Packed Quantity, and shows this item in the Package Content tab.
  6. Set the quantity of the item to 5 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 5. The system highlights the first line of the shipment in green and specifies 5 as the Packed Quantity.
  7. On the form toolbar, click Confirm Package to confirm the package.
  8. On the form toolbar, click Confirm Shipment.
  9. Sign out of the system. 10.Sign in again as a warehouse manager by using the angelo username and the 123 password. Lesson 10: Paperless Fulfillment of Orders | 114
     11.On the Shipments (SO302000) form, open the shipment with the 000060 reference number that you have
    packed, which is now assigned the Confirmed status. On the Packages tab (see the following screenshot),
    the box in which the items were packed is listed, and the items packed into this box are listed in the
    Contents of the Selected Package table.


    Figure: Packing details for the shipment

Paperless Picking: To Process Wave Pick Lists

In the following activity, you will learn how to process a wave pick list. That is, you will prepare, pick, and pack a pick list of the Wave type in the paperless picking workflow.

Story

Suppose that the FourStar Coffee & Sweets customer of SweetLife has ordered items in four sales orders. Those orders have been entered into the system, and they now need to be picked, packed, and shipped. The warehouse manager wants to speed up the process of picking and packing items by creating wave pick lists and assigning this work to multiple pickers. Aer the warehouse workers pick the items in a wave, a warehouse worker acting as the packer needs to pack the items and confirm the shipments. You will perform these actions, acting as all of these employees.

Configuration Overview

In the U100 dataset, the following tasks have been performed to support this activity:

  • On the Enable/Disable Features (CS100000) form, the following features have been enabled in the Inventory and Order Management group of features:
  • Warehouse Management Lesson 10: Paperless Fulfillment of Orders | 115
  • Fulfillment
  • Advanced Picking
  • Paperless Picking
  • On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: L1R1S1, L2R1S1, L2R2S1, L3R1S3, L3R3S2. On the Totes tab, the following totes have been defined: T16, T17, T18, T19, and T20.
  • On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding barcodes have been defined:
  • APJAM96, which has the AJ96 barcode
  • PLUMJAM32, which has the PJ32 barcode
  • LEMJAM96, which has the LJ96 barcode
  • LEMJAM08, which has the LJ08 barcode
  • KIWIJAM32, which has the KJ32 barcode
  • LEMJAM32, which has the LJ32 barcode
  • On the Sales Orders (SO301000) form, the following sales orders have been created for the COFFEESHOP customer: 000067, 000068, 000069, and 000070.
  • On the Shipments (SO302000) form, the following shipment documents have been created for these sales orders: 000062, 000063, 000064, and 000065.

Process Overview

In this activity, you will do the following:

  1. Acting as the warehouse manager, you will create wave pick lists and send them to the picking queue by using the Create Pick Lists (SO503050) form. Then you will review the created pick lists on the Picking Queue (SO503080) form.
  2. Acting as pickers, you will do the following by using the Pick, Pack, and Ship (SO302020) form: a. Pick items in a wave pick list b. Pick items in another wave pick list
  3. Acting as a packer, you will pack one of the shipments of the wave by using the Pick, Pack, and Ship form.
           In any working mode, you enter a command or barcode by typing it in the Scan box and pressing
       Enter. In production systems, you will scan the appropriate barcodes rather than manually entering
       them.

System Preparation

Before performing the steps of this activity, do the following:

  1. Launch the Acumatica ERP website, and sign in to a company with the U100 dataset preloaded. You should sign in as the warehouse manager by using the angelo username and the 123 password.
  2. In the info area, in the upper-right corner of the top pane of the Acumatica ERP screen, make sure that the business date in your system is set to 1/30/2025. If a different date is displayed, click the Business Date menu button and select 1/30/2025 on the calendar. For simplicity, in this activity, you will create and process all documents in the system on this business date.
  3. On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, make sure that the Display the Pick Tab, Display the Pack Tab, and Add Totes to Shipments on the Fly check boxes are selected. Lesson 10: Paperless Fulfillment of Orders | 116

Step 1: Creating Wave Pick Lists To create wave pick lists, acting as the warehouse manager, do the following:

  1. Open the Create Pick Lists (SO503050) form.
  2. In the Action box, select Create Wave Pick Lists.
  3. In the Warehouse box, select WHOLESALE.
  4. In the End Date box, make sure that 1/30/2025 is specified.
  5. Enter 3 as the Max. Number of Pickers.
  6. Enter 2 as the Max. Number of Totes per Picker.
  7. Select the Send to Picking Queue check box.
  8. In the table, select the unlabeled check boxes in the rows of the shipments with reference numbers from 000062 through 000065.
  9. On the form toolbar, click Process. Close the Processing dialog box aer the processing is completed. The system has created the wave pick lists and sent them to the picking queue. 10.Open the Picking Queue (SO503080) form. 11.In the Warehouse box, select WHOLESALE. The system shows the wave pick lists that you created in the table on the Pick tab. Notice that only two wave pick lists have been created. (Although you have entered 3 as the maximum number of pickers, the system has found the optimal workflow and determined that two pickers are enough for picking the wave.) Both rows with pick lists have the Added to Queue status, which means that pickers can start picking the items in these pick lists. 12.Sign out of the system.

Step 2a: Picking Items in a Wave (Picker 1) To pick the items in one of the wave pick lists, do the following:

  1. Sign in to the system as a picker by using the perkins username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form, and make sure that the Pick tab is opened.
  3. On the form toolbar, click Next List. In the Summary area, the system prompts you to enter the nearest location.
  4. Enter L2R2S1 to select the requested location. The system loads the 000006/2 pick list, whose items are closest to the entered location.
  5. Assign totes to the shipments that you will be picking by doing the following: a. Enter T16. The system assigns this tote to the 000064 shipment and inserts the tote ID in the Tote ID column of all lines of this shipment. b. Enter T17. The system assigns this tote to the 000065 shipment. You have assigned the totes to shipments, and now you can start picking items.
  6. Pick the items from the first location by doing the following: a. Enter LJ32 to pick the item. (LJ32 is the barcode for LEMJAM32, the 32-ounce jar of lemon jam, which is included in the 000065 shipment.) b. Set the quantity of the item to 15 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. Lesson 10: Paperless Fulfillment of Orders | 117
          b. Enter 15. You have indicated to the system that fieen 32-ounce jars of lemon jam have been picked
         from the location and placed in the T17 tote, which is assigned to the 000065 shipment.
  7. Start picking the items from the second location by doing the following: a. Enter L2R1S1 to select the location from which you are currently picking items. b. Enter KJ32 to pick the item. (KJ32 is the barcode for KIWIJAM32, the 32-ounce jar of kiwi jam, which is included in the 000064 shipment.) Suppose that you have started picking items from the second location and realized that T16 will not be spacious enough to fit the entire quantities of the KIWIJAM32 and LEMJAM96 items. c. Set the quantity to 15, which is the quantity that will fit in the T16 tote.
  8. Click Add Tote on the form toolbar to add a tote for the 000064 shipment.
  9. Enter T18. The system assigns this tote to the 000064 shipment and inserts the tote ID in the Tote ID column of all lines of this shipment that have not been picked yet. 10.Continue picking the items from the second location by doing the following: a. Enter KJ32 to pick the item. b. Enter T18 to select the tote to which you want to pick the remaining items. c. Set the quantity to 5. 11.Pick the items from the third location by doing the following: a. Enter L1R1S1 to select the location from which you are currently picking items. b. Enter LJ96 to pick the item. (LJ96 is the barcode for LEMJAM96, the 96-ounce jar of lemon jam, which is included in the 000064 shipment.) c. Enter T18 to select the tote to which you want to pick the ten 96-ounce jars of lemon jam. d. Set the quantity to 10. 12.On the form toolbar, click Confirm Pick List to confirm that picking is finished. You have finished picking the items for one of the pick lists. 13.Sign out of the system.

Step 2b: Picking Items in a Wave (Picker 2) To pick the items in another wave pick list, do the following:

  1. Sign in to the system as a picker by using the rollins username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form, and make sure that the Pick tab is opened.
  3. On the form toolbar, click Next List. In the Summary area, the system prompts you to enter the nearest location.
  4. Enter L1R1S1 to select the requested location. The system loads the 000006/1 pick list, whose items are closest to the entered location.
  5. Assign totes to the shipments that you will be picking by doing the following: a. Enter T19. The system assigns the tote to the 000062 shipment and inserts the tote ID in the Tote ID column of all lines of this shipment. b. Enter T20. The system assigns the tote to the 000063 shipment. You have assigned the totes to shipments, and now you can start picking items.
  6. Pick the items from the first location by doing the following: a. Enter AJ96 to pick the item. (AJ96 is the barcode for APJAM96 the 96-ounce jar of apple jam, which is included in the 000062 shipment.) Lesson 10: Paperless Fulfillment of Orders | 118
       b. Set the quantity of the item to 10 as follows:
      a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
      b. Enter 10. You have indicated to the system that ten 96-ounce jars of apple jam have been picked from
         the location and placed in the T19 tote, which is assigned to the 000062 shipment.
      You are continuing to pick items for different shipments from the same location, so you do not need to
      scan the location barcode again.
   c. Do the following:
      a. Enter LJ96 (LJ96 is the barcode for LEMJAM96, the 96-ounce jar of apple jam, which is included in the
         000063 shipment.)
      b. Set the quantity to 10.
  7. To proceed to picking items from the second location, do the following: a. Enter L3R1S3 to select the location from which you are currently picking items. b. Enter LJ08 to pick the item. LJ08 is the barcode for LEMJAM08, the 8-ounce jar of lemon jam, which is included in the 000063 shipment. c. Set the quantity of the item to 5.
  8. Pick the items from the third location by doing the following: a. Enter L3R3S2 to select the location from which you are currently picking items. b. Enter PJ32 to pick the item. (PJ32 is the barcode for PLUMJAM32, the 32-ounce jar of plum jam, which is included in the 000062 shipment.) c. Set the quantity of the item to 5.
  9. On the form toolbar, click Confirm Pick List to confirm that picking is finished. You have finished picking the items in both pick lists. 10.Sign out of the system.

Step 3: Packing a Shipment for the Wave At this point in the wave picking, all of the shipments from the wave can be packed. For the purposes of this activity, you will pack just one of the shipments (000064) from the wave, acting as a warehouse worker who handles packing. You will create several packages because the quantity of items in the shipment is too large to pack them into one box. To pack the shipment from the wave, do the following:

  1. Sign in to the system as a warehouse worker who will perform packing operations by using the sauer username and the 123 password.
  2. Open the Pick, Pack, and Ship (SO302020) form.
  3. Enter T16, which is the reference number of the tote whose items are ready for packing. In the Summary area, the system notifies you that this is one of the two totes scanned for the 000064 shipment.
  4. Enter T18, which is the reference number of the second tote assigned to the shipment.
  5. Enter LARGE to select the box in which you are packing the items.
  6. Enter LJ96 to select the item being packed. The system highlights the first line of the shipment in bold and inserts 1 as the Packed Quantity; it also adds a line with this item to the Package Content tab. While packing, you find out that the selected box can hold only seven 96-ounce jars of the jam.
  7. Set the quantity of the item to 7 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. Enter 7. The system inserts 7 as the Packed Quantity. Lesson 10: Paperless Fulfillment of Orders | 119
  8. On the form toolbar, click Confirm Package to confirm the package.
  9. Enter LARGE to select the box in which you are now packing the items. 10.Enter LJ96 to select the item being packed. 11.Set the quantity of this item to 3. The system highlights the first line of the shipment in green to indicate that all 96-ounce jars of lemon jam have been packed. 12.Enter KJ32 to select the next item being packed in the same box. While packing the second box, you find out that the selected box can hold only three 96-ounce jars of lemon jam and ten 32-ounce jars of kiwi jam. 13.Set the quantity of the KJ32 item to 10. 14.On the form toolbar, click Confirm Package to confirm the package. 15.Enter MEDIUM to select the box in which you are packing the rest of the items. 16.Enter KJ32 to select the item being packed in the last box. 17.Set the quantity of this item to 10. 18.On the form toolbar, click Confirm Package to confirm the last package for the 000064 shipment. 19.On the form toolbar, click Confirm Shipment. 20.Sign out of the system, and sign in again as a warehouse manager by using the angelo username and the 123 password. 21.On the Shipments (SO302000) form, open the 000064 shipment, which you packed. Notice that it is now assigned the Confirmed status. The Packages tab lists each box in which the items were packed. For the box whose row is selected in this table, the items packed into this box are listed in the Contents of Selected Package table.
    Figure: Packing details for the shipment Lesson 11: Automated Counting in Physical Inventory | 120