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How to print sales order document before wave picking

  • 1.  How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 22 days ago
    Edited by Daniel Zook 22 days ago
    I am working on setting up wave picking in a new R3 test environment.  There is a requirement to print a sales order document of some sort (e.g., a pro forma packing slip) and place the printed order in each of the 15 bins that will be in the cart used for sales order picking.  The wave template is setup and appears to be working as expected.

    Is there a way to print all the sales orders for a given wave?  Does anyone else print sales orders for small-parcel shipping at picking time?  If so, how do you do it?

    Thanks in advance for any tips, tricks, or advice.

    Edit: Forgot to mention... the printed sales order document stays in the bin on the cart all the way to the packing station, where the packer places it in the box as a reference for the customer.

    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 20 days ago
    Hi Daniel,
      I hope all is well out your way.  Out of the box, the best I've ever found is to uncheck the "automate wave release" box on the wave template.  Go to Warehouse Mgmt -> Setup -> Warehouse Mgmt parms and create one / many print management records for the "Shipping picklist for wave".

    Process your wave and the wave / all work will be created in a "Held" or "Frozen" state.  Go to the All waves list page, find your wave, click the "Print Pick LIst" button to print the pick tickets.  This isnt a copy of the SO, but you could modify the design to your needs.   Once you have printed the pick tickets, click the "Release" button and all WORK is now available to be worked on.


    ------------------------------
    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 16 days ago
    Thanks Colby!

    After studying the wave picking process some more, I realized that it won't meet our needs for picking to cart positions (unless I'm missing something).  I looked at cluster picking, and that works well for picking to cart positions, but it doesn't meet our need for printing a batch of orders all together, the way you described for wave picking.

    Is it possible to get the best of both worlds, where the operator can print a batch of orders when ready to start picking and pick to cart positions?  (Meaning the system tells the picker where to pick from and which position(s) on the cart to put the items.)

    (Since this is different than my original question, I may start a new thread in a few days.)

    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 16 days ago
    Hi Daniel,

      There's no automatic cluster creation in R3, D365 is just now adding that functionality.  You could look into containerization, but that is a very rigid process.

    Your best bet might be to drop SO's into different work pools using selection criteria on a wave template.  Then use the work held flag (assuming your wave doesn't auto release) with the pool as selection criteria on the printing of WORK id's.  Whoever prints these would need access to the client.

    We just implemented a few mods at a client using cluster picking.  They manually build the cluster, pick the product, put to a pack location that we flag for automation, after the put we capture a container type per position, then we pack all the items picked per position into container, close the container, print container contents, print carrier label in the position order from the cluster and create packed container picking work.  They physically tape up the boxes / insert container contents / apply carrier label and then complete the pick / put for the packed container picking work.

    ------------------------------
    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 15 days ago
    Thanks for your replies to my forum post.

    On your last reply, I'm a little confused (sorry for my ignorance... still learning about how the advanced warehouse stuff works.)

    Wave picking won't work for us after all, since during the picking process the mobile warehouse device UI doesn't tell the operator which position the items picked go into.

    Cluster picking will work for us, since the UI will show which position each item picked is to go into.

    You mentioned "Your best bet might be to drop SO's into different work pools using selection criteria on a wave template.  Then use the work held flag (assuming your wave doesn't auto release) with the pool as selection criteria on the printing of WORK id's."  I wasn't quite able to follow that.  I understand what work pools are, but if I also understand correctly, when the work for a SO goes into a wave, you can't then use cluster picking on those orders.

    Would you enlighten me on what you are suggesting please?

    Thanks!


    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi Daniel,
      All sales orders end up in a wave, but your wave template will determine if that is a wave of 1 order, or a wave of 100's of orders.   Waving orders does not prevent you from using cluster picking at all.    You could set your wave template to auto process at threshold of 100 Shipments, and don't enable the Automate Wave release flag.  Then you'll get a wave for 100 Shipments (SO's) in a status of "Held".  Additionally, you could use your WORK templates to drop SO's into different work pools purely for physical grouping / cluster creation.  IE Wave process at threshold of 100, WORK templates have a query that Sales Order Number = *0 goes into Pool0, Sales Order Number = *1 goes into Pool1, SO Number *2 goes into Pool2, etc.

    Now you have 1 wave with 100 sales orders, with Pools 0 thru 9, and 10 Sales orders in each pool, but no clusters yet.

    Each pool would represent what you add into a cluster.  Print the shipping pick list from the wave header and all 100 picks will print at once. Then release the wave so WORK can be executed.  Then have someone build the clusters for the WORK you just printed and build 1 cluster per work pool.

    ------------------------------
    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 14 days ago
    Thanks Colby.  That gives me something to go on.  I'll try out your suggestion and reply to this post if I have more questions about it.

    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 14 days ago
    Before I get too far into entering orders to test this setup, here are screen captures showing the configurations that I created in my attempt to follow your suggestion.  If you have a minute, please review these and confirm that it is setup the way you were thinking, or at least that I didn't miss something critically important.

    Thanks!

    djz

    Menu item:
    Menu item

    Cluster profile:
    Cluster profile

    Work template example:
    Work template example

    Work pools
    work pools
    Wave template
    Wave template


    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 9.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 14 days ago
    Looks good!

    ------------------------------
    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 10.  RE: How to print sales order document before wave picking

    TOP CONTRIBUTOR
    Posted 13 days ago
    I like all the suggestions people have for using standard functions to accomplish your goal.  We just did a modification for a customer to support exactly what you are describing.  The main pieces of the modification were:
    • A batch job to build clusters after the work is created.
    • Adding a new quantity type for the packing slip job to select: Physically reserved and non-stocked items.
    That let us print a proforma packing slip that matches what we are releasing to the warehouse.  The document is used to organize the picked items on a cart, and also to put in the box as a packing slip for the customer.

    My personal preference is to avoid modifications, but sometimes it's the only way to support a process.

    ------------------------------
    Kevin McLean
    Strategic Solutions NW
    Beaverton OR
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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