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Sales Order Status and Indicating Orders Ready to Pick

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Posted on by JLWOL 5

Looking for best practices using the order status to indicate when action needs to be taken.

Issue:

We use inventory picks and track lots to ship product and invoice sales orders against warehouse shipments. We are having trouble signaling to the warehouse when to generate a pick list and ship a line/order because there are numerous date fields on a sales order. The order status can be set to Open or Released, but if the status is set to Open will production still see the demand in their planning worksheet? Or does the order status need to be Released?

What's the best way to enter sales orders and indicate to the warehouse that an order can be picked and shipped that also signals to manufacturing that we need a production order to fulfill demand? We routinely take orders that can ship same day and others that have multi-week lead times.

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Sales
  • RustyAustralis Profile Picture
    RustyAustralis 198 on at
    RE: Sales Order Status and Indicating Orders Ready to Pick

    We use a 3PL so it is not quite the same, but we run a report with some modifications (inspired by other Microsoft bloggers) that looks at requested date, destination locations and factors like inventory reservations and lot availability (i.e. not blocked) and generates consolidated warehouse shipments to each location.  We have to still manually pick lot numbers unfortunately since auto-selection seems non-trivial in code - but only orders released with inventory that is available and reserved shows up.   We also extensively use status emoticons to show for pending sales lines - which isn't that hard. all our companies customisations are actually opensource - but are not "ISV" standard quality.

  • Suggested answer
    divyeshchitte Profile Picture
    divyeshchitte 950 on at
    RE: Sales Order Status and Indicating Orders Ready to Pick

    Hi JLWOL,

    You have can use Shipment date which is available on Sales Order and Sales Order lines

    So you can specify the shipment date based on Sales Order or Item wise as well.

    Once that is specified you can Release the sales order.

    Warehouse guy can create shipment and pick based on the shipment date which is specified on the sales order.

    You can create a Batch job to atomize the process of Creating Warehouse shipment based on Shipment date as well.

    There are few other dates as well which you can use based on your complexity of requirement which is described in below link

    archerpoint.com/.../

  • JLWOL Profile Picture
    JLWOL 5 on at
    RE: Sales Order Status and Indicating Orders Ready to Pick

    Hi Divyesh, is that to say that we should be leaving the order status as Open until we are ready to send for a pick or production order and then change to Released? I thought I read that in the documentation online, but I could not find it after searching. If you have any info I would appreciate it.

  • Suggested answer
    divyeshchitte Profile Picture
    divyeshchitte 950 on at
    RE: Sales Order Status and Indicating Orders Ready to Pick

    The Ideal way of Doing is Keeping the sales order status to release, as per Microsoft standards.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Sales Order Status and Indicating Orders Ready to Pick

    Hi

    As far as I know "Release" and "Open" status has no impact on demand meaning both consider as demand. My questions are

    1) Have you tested "Pick Worksheet" this should generate all pick-able list see this video for more info  usedynamics.com/.../

    2) Do you run Planning Worksheet? If yes, do you see a suggested production order based on SO? if they show up then that is a signals to your production team to work on it. When they are done the Pick Worksheet should help with signal to your warehouse team.

    Other possibilities

    The below 2 free app can provide some extra info

    appsource.microsoft.com/.../PUBID.nubetechspa|AID.nbt_obd|PAPPID.0aed7fc8-1002-4b0f-b715-484858fb9684

    appsource.microsoft.com/.../PUBID.nubetechspa|AID.nbt_availabilitydashboard|PAPPID.55a3034d-e839-45ed-8ea6-7941fb2e0c1f

    This app provide indicator for a few stage of sales order but it is not free

    appsource.microsoft.com/.../PUBID.kumavision|AID.sales_order_status|PAPPID.637be693-6dbb-454b-a547-1825570f45ba

  • BCgs Profile Picture
    BCgs 468 on at
    RE: Sales Order Status and Indicating Orders Ready to Pick

    I made a takeaway type screen so it loops through the stock and orders and lets you know what is ready to pick. We have this on a PC with a display and it refreshes to update what is ready to pick

    Not sure of a way to do it in Business Central, which is odd as knowing which order to pick an order is quite an important feature for me?

    I developed it with https://sequel.co.uk/

    pick-screen.png

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