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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Batch Picking List
Microsoft Dynamics AX (Archived)

Batch Picking List

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Posted on by Community Member

Looking for some pointers to understand the Batch Picking List functionality in AX.

I do not want to save each and every picking list individually, instead want to select multiple orders and be able to save all the Picking lists in one go.

Any pointers are highly appreciated. Thank you in advance. :)

~ Nidhi :)

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  • Suggested answer
    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at

    What you are looking for is referred to as consolidated picking.

    The Inventory model group or warehouse is where you set this up to be activated.

    What happens is that when posting a picking list the output order transaction is created. If these are not consolidated they will be posted to a picking route directly 1:1.

    The output orders, when consolidated picking is done,are aggregated instead of posted directly to a route. Then you run the create shipment routine, the picking route with multiple output order lines from multiple orders are created based on some rules you have to set up.

    Read more on this on technet.

    [View:https://technet.microsoft.com/EN-US/library/aa571884.aspx]

  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    If you're not looking for 'Consolidated picking', and you just want to get AX to post picking lists automatically (e.g. via a batch job), you can use the job at Sales and marketing -> Periodic -> Sales update -> Picking list.

    Some tips for setting the 'Select' when you use the job in this way:

    • Set the 'Quantity' to 'All' (unless you will really get users to update the 'Deliver now' quantity - in which case use that).
    • Set the job to look for Sales orders with the Document status (on the order header) to 'Confirmation..'. This means the job will only run on orders which have had the Confirmation posted. Then get the users to post Confirmation when they have finished entering the order. If you don't do this, the job could post a picking list whilst a user has entered only half the lines on an order.
    • Set the job to respect the Ship date on the order (header only, I'm afraid). You might not want it posting picking lists for orders that do not need to be delivered yet. (You can use advanced queries for this. e.g (lessThanDate(1)) means where the date is less than tomorrow)
    • Set the job to look for orders where the Order Type is 'Sales order' (else it will also find Return orders)
    • Set the job to look for orders with the (header) Status 'Open'. No point running it on orders which are Delivered and Invoiced (at the header level) because it means there is nothing left to Pick. 

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