TRAVERSE Global v11.1

Record Picked Orders

After you release the orders you are going to fulfill and print the Picking List to use as a guide, use the Record Picked Orders function to record the item IDs you pull from inventory and apply their quantities to specific transactions.

Please note that this function does not update information in Inventory and other TRAVERSE applications until after you confirm your entries. When you click the Confirm button on the Record Picked Orders screen to confirm your entries, Warehouse Management updates Inventory quantities and transactions in other TRAVERSE applications as necessary.

  • If you picked items for Sales Order transactions, Warehouse Management takes committed item quantities from on-hand quantities in Inventory and changes transaction status to Picked for the orders you selected.
  • If you pulled components for released orders in Production, Warehouse Management decreases on hand quantities and removes committed quantities in Inventory for item components, and creates interim GL accounting entries to track costs during production. It does not update the status for material activity entered on the Materials tab of the Record Production Activity function in Production; you must do this manually.
  • If you picked items for Service Director dispatch estimates, Warehouse Management updates the on-hand quantities in Inventory for those items, but does not change the work order itself. You update the work order manually with the actual quantities used when the technician returns.
  • If you are transferring items between warehouses, Warehouse Management updates the on hand quantities for the source location and the on order quantities for the destination location, then changes status to Picked for transfers for which you have shipped the entire quantity.
    Note: If you do not pick the entire quantity for a location transfer, Warehouse Management does not set the transfer's status to Picked. You may need to set this status manually to receive goods at the destination.
  • If you are shipping requisitioned items, Warehouse Management updates the extended cost and Filled quantities on material requisitions and updates the on hand quantity in Inventory for the items you shipped.

Note: Warehouse Management groups the released orders by user and workstation ID. While orders that another user released on a different workstation may be listed on your screen when you access the Record Picked Orders function, you cannot record picked quantities for them; these orders are listed for your reference only. Orders for which you can record picked quantities appear in blue.

Recording Picked Orders

  1. Select an order number or item ID for which you want to record picked quantities from the Order No or Item ID fields.
    Note: To list all release orders, leave these fields blank.
  2. Click the Find button.
    Note: TRAVERSE applications can have transactions with the same order number. For example, if a production order 00000011 and sales order 00000011 exist, both are listed in the window.
  3. Select an order for which you want to record picked quantities from the table.
  4. Enter information about the picked item using the Qty, Unit, Bin, and Container fields on the Transactions tab.
    Note: Use the Order Info tab to view general information about the selected order for your reference and to help you identify specific orders.
  5. Click, if applicable, the Fill All button to fill all item quantities for orders that share the same order number, release or dispatch number and requirement ID number.
    Note: Warehouse Management automatically updates all order item quantities with the required number.
  6. Click the Confirm button to approve your entries and update Inventory item quantities and the transaction status. A dialog box will appear once the confirmation is complete. Click OK to show the log.
    Note: Orders are removed from this screen when you receive the entire quantity.