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Pick multiple batches during Sales or RM picking at same location in same work

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Posted on by sagar_patil

894 Super User 2025 Season 2

During the sales pick process, is it possible to split the qty to pick from different batches under the same work.

Example - Sales Order consists 1 as below and it is released to the warehouse,

Load/Shipment/Wave and Work are created successfully.

Sales order - S001

Item 1- 10 Qty

Open Sales Work got created for Pick.

The client would like to decide the batch manually and split the quantity accordingly.

Like Item A-3 Qty from Batch A

Item A - 5 qty from Batch B

Item A - 2 Qty from Batch C, and then the next item should be requested in the scanner (I.e., Item B)

The client doesn't want to use the location directive here; they would like to determine the location and batch manually.

Is it possible to do this scenario as item B should be requested to scan for location and batch only after all item A is picked.

The client doesn't want to split the work. Tried the work exception option, however it doesn't work.

We have a few items regarding the reservation hierarchy, BatchAbove, and BatchBelow.

Kindly suggest

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Dynamics 365 Supply Chain Management

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Danny Bilodeau 4,687 Super User 2025 Season 2 on at

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Pick multiple batches during Sales or RM picking at same location in same work

Hi Sagar,

Mmmm. A setup for Batch Above and FEFO reservation delegates the task of assigning which specific batch should be picked to the system. Once work line is created it is for a batch id and that batch id only and warehouse worker can't override that: it is what has been pre-ordained by reservation. So in a sense, that setup can never support the scenario spelled out. With Batch Above, Guy's response using manual reservation the best thing you can achieve.

With manual or Automatic reservation using FEFO, using Location directives are still the recommended solution, especially with Batch above. If someone can explain the different use cases that warehouse worker should us (if this, then that), they one would be able to replicate closely with location directives.

That's all I can contribute on that scenario.

With the short pick, not sure how the work exception is configured but try with:

- "Adjust inventory": disable

- "Item reallocation": None or manual

None: should reduce the work line (batch id specific) to the quantity that can be picked;

Manual: should offer you a different location for the required Batch id (like Laurens suggested) Note that the worker has to be configured to allow manual item reallocation.

regards,

Danny

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sagar_patil 894 Super User 2025 Season 2 on at

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Pick multiple batches during Sales or RM picking at same location in same work

Thank you for your answers.

My scenario is a little different.

All RM and FG items have a reservation hierarchy is BatchAbove. The system reserves the batches based on FEFO criteria.

When I use the short pick option, I am getting the error - 'Unable to cancel the reservation because the inventory has been reserved for work.'

Maybe that's how the system works.

Moreover, Short pick adjusts out the qty, and we don't want to do this.

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Danny Bilodeau 4,687 Super User 2025 Season 2 on at

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Pick multiple batches during Sales or RM picking at same location in same work

Hi Sagar,

You are looking for suggestion, so here goes:

Setup:

- Item A: Reservation hierarchy = Batch below. Batch will be selected when the warehouse worker selects the LP

- Locations, easier if LP tracked but not mandatory for this to work . I envision 1 batch per LP so to warehosue worker scan the LP and picks content (Qty and batch id); again not mandatory

- Location Directive Failures: Disable "stop work in Location directive failure" for Sales Order (note that this will allow work to be created with no locations for pick or put)

- Location directive for Sales Order work type "Put"

Process:

- Reserve items (Site, warehouse, Inventory Status) from Sales Order or by Releasing Load

-Release Sales Order to warehouse

Result:

- Work with empty pick location

- Warehouse worker scan the work, queries the on-hand list for a location for the item or wanders the warehouse in search of the items he/she is looking for (the disadvantage of not having directed pick)

- When location is found, warehouse worker scans the location and starts the pick. Because the work is not asking for a batch, he/she can pick any batch of the item (with proper inventory status). If want to pick 3 from Batch A, 5 from Batch B and 2 from Batch C, he just picks the quantity that he/she wants from each.

Not a big fan of this and would personnally steer my customer away from that, but if there is a valid use case it will do.

Good luck!

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Laurens vd Tang 3,560 Super User 2025 Season 2 on at

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Pick multiple batches during Sales or RM picking at same location in same work

Good day,

You can try to use the short pick function:

The user has the option to pick the remaining quantity from another location & batch number

Best regards,

Laurens van der Tang

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Guy Terry 28,880 Moderator on at

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Pick multiple batches during Sales or RM picking at same location in same work

Have you tried using BatchAbove, and on the Sales order, setting the manual reservations as they want using the Batch reservation screen?

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