Pick an item

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic applies to features in the Inventory management module. It does not apply to features in the Warehouse management module.

You can pick items using either order picking or consolidated picking.

Order picking is the basic way to handle item picking—one picking list is created for each order.

Consolidated picking combines multiple orders into one picking list. The orders can potentially be of different types; for example, they can include sales orders or transfer orders.

Pick an item using order picking

Whether the items to be picked are for a sales order, a transfer order, or a production order, the same picking process can be used.

1. Click Sales and marketing > Common > Sales orders > Open sales orders. Select a sales order, click the Pick and pack tab > Picking list to print the picking list for a list of items to be picked from inventory.

   The order type will differ, depending on its origin.

   Note

   The picking list can be printed and the picking process started, even if all items are not in stock. This is useful if items are expected to arrive in stock before the picking process has been completed.

2. Pick the items from the inventory.

   Tip

   Use the printed picking list to verify any discrepancies in the number of items or the picking location.

3. Click Inventory management > Periodic > Picking list registration.

   Note

   The Picking list registration is also available from the Sales order or Transfer orders form.

4. Register the items that have been picked.

Pick an item using consolidated picking

You can use the Picking list form or the Picking list registration form to pick an item using the consolidated picking process.

• Use the Picking list form for consolidated guided picking where the route is sorted by location. For example, the nearest item is prioritized first, and the remaining items are prioritized according to proximity.

• Use the Picking list registration form to confirm that items have been picked for sales orders, transfer orders, warehouse orders, or any other order references where picking registration is needed. This is the case when you use printed picking list.

1. Open the Picking list registration form. Inventory management > Periodic > Picking list registration.

   –or–

   Click Inventory management > Periodic > Picking list registration.

   –or–

   Click Inventory management > Periodic > Transfer orders. Click Posting > Picking list registration.

   Note

   Details regarding each picking line are displayed in the Lines section of the form. In the Order picking overview section, information about all the lines for one order are displayed. Order picking has one picking list for each order.

   Use the Consolidated picking and Order picking fields to filter on picking routes, based on one picking method. Use the Picking route field to filter on a specific picking route or on the bar code associated with the picking route.

2. Click the Functions button to open a menu with the following options:

   • Activation – Activate the picking route if the picking route has a Registered status. See About shipment reservations for more information.

   • Start picking route – Start picking on a picking route that has an Activated status.

   • Cancel picking route – Cancel the picking route. When a picking route is canceled, the picking list must be posted from the original document, such as a sales order or transfer order.

   • Deliver picked items – Deliver the picked items to the location. It is possible to deliver items from a partially picked picking list to the staging area.

     Note

     For more information about locations see About locations.

   • Open output orders – View open output orders for the picking route. The Lines tab contains the picking list lines that are associated with the picking list that can be updated or confirmed.

   The fields available to be updated in this section are Location, Pallet ID, and Pick quantity, if you have specified these dimensions to be displayed in the form. See Specify inventory dimensions for more information.

3. Click the Functions button in the Lines section of the form for additional optional actions related to the pick line:

   • Split – If the complete quantity cannot be picked because of, for example, inventory shortage, spilt the line into two. Both lines will have the same lot ID.

     Note

     For sales orders that are listed on the picking list, splitting the picking line is possible only if the customer allows for partial delivery.

   • Unpick – For lines that have a handling status of Complete, register the items for the selected line that have been returned to inventory. For example, if items were picked and reported from the wrong batch or if the customer does not need the full picked quantity.

   • Cancel picking line – For lines that do not have a handling status of Complete, remove them from the picking list. If one or more lines have already been picked and the handling status for the lines is Picked or Complete, you cannot cancel the picking line.

4. Click the Updates button to update the picking list lines to a status of Picked or Complete, if this has been set up as part of the outbound rules. See Set up outbound rules for more information.

See also

Start picking routes

Picking list registration (form)

About picking routes

Picking methods