Smart Picklist

When a user generates a picklist for a Customer Order, Commissary Order, or Warehouse Order at a location with this feature enabled, the application will pick the required quantity of the product as follows:

If a product exists in multiple storage locations and there is an insufficient “Available” quantity of the product in one storage location, the application will fill the requested quantity from multiple storage locations. When this occurs, the application will replace the single product line item originally seen in the order with multiple line items, one for each storage location from which the product is to be depleted.

The application will start depleting from the storage location containing the least “Available” quantity, in order to deplete it first. It will then deplete from the storage location containing the next least “Available” quantity and continue until it has a quantity sufficient to fulfill the order.

For lot tracked items, the application will determine which existing Lot is the oldest and has quantity “Available”, and will fill as much of the requested quantity as possible from that Product/Storage/Lot combination. If there are not enough units of that Lot available to fulfill the entire quantity requested, the application will move on to the next oldest Lot and continue until it has a quantity sufficient to fulfill the order.

The "Smart Picklist based on" preference on the Workflow Preferences tab of the Location Details screen will control whether the 'Available' or the 'On Hand' quantity will be used to determine how much of a Storage Location or Storage Location/Lot's current quantity may be used towards a product's "Fill Quantity".

• Available – When selected, the quantities "reserved" by picklisting an order will limit what is available for remaining orders.
• On Hand – When selected, orders can be picklisted without limiting what is available for remaining orders. The application will allow users to invoice Lot Tracked items based on the On Hand quantity, even when this results in a negative Available quantity.