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Picking in sales corresponds to inventory registration in purchasing: After picking, the related quantity shows the status “Picked” and is not included in the on-hand

quantity any more. Like inventory registration in purchasing, picking is a preliminary transaction which does not show separately in inventory transactions.

4.5.2.1 Pick Form

The first option for picking, the pick form (manual picking of sales orders) works similar to the registration form (see section 3.5.3). You can access the pick form by clicking the button Update line/Pick in the toolbar of the order lines in the sales order form.

In the pick form, you can record item picking by inserting appropriate lines in the lower Picking lines pane. Apart from manually entering records by clicking the button Add in the lower pane, the button Add picking line in the toolbar of the upper pane is another option to insert lines. After editing the quantity, the warehouse, or other inventory dimensions in the lower pane as applicable, post the transaction by clicking the button Confirm pick all in the toolbar of the lower pane.

4.5.2.2 Picking List

If you need a printed report to support picking in the warehouse, you can post and print a picking list instead of registering the picking transaction in the pick form. In Dynamics AX, there are multiple ways to post the picking list:

 Sales order – Sales order form, button PICK AND PACK/Generate/Generate picking list in the action pane

 Summary update – Sales and marketing> Sales orders> Order shipping> Generate picking list

 Release picking – Starting from the Release sales order picking form, see below

 Picking workbench – Grouping picking lists to batches, see section 4.5.3

After posting and printing the picking list, you can provide the warehouse personnel with a hardcopy of the picking list.

If the warehouse usually picks all items immediately, it is useful to enable one-step picking by setting the parameter Picking route status in the accounts receivable parameters to “Completed”. In this case, no manual picking list registration is required and the next step in Dynamics AX is to post the packing slip.

4.5.2.3 Picking List Registration

Picking list registration is required after posting a picking list, if two-step picking applies (accounts receivable parameter Picking route status set to “Activated”).

In this case, you can access the picking list registration form by clicking the button PICK AND PACK/Generate/Picking list registration in the action pane of the sales order form. Alternatively, you can access the picking list registration form through the menu item Sales and marketing> Sales orders> Order shipping> Picking list registration or the menu item Inventory management> Outbound orders> Picking list registration. If starting from the sales order, picking list registration applies a filter

on the current order. Otherwise, you have to enter a filter manually to show appropriate orders.

Figure 4-17: Picking list registration accessed from a sales order (tab General collapsed) In the Lines tab of the picking list registration form, you can choose the lines which should be updated by selecting the checkbox in the column Select (see Figure 4-17).

Before confirming the picked quantity of these lines by clicking the button Updates/Update selected (or Updates/Update all for all lines), adjust the quantity in the Pick quantity column as applicable.

4.5.2.4 Release Sales Order Picking

If you want to start picking from an overview with order lines ready for shipping, open the release picking form (Inventory management> Periodic tasks> Release sales order picking). The release picking form only includes items which are currently on stock and provides the option to select multiple sales order lines for shipping.

When opening the release picking form, an advanced filter displays for entering filter criteria on order lines. By clicking the button Select in the action pane of the release picking form, you can modify this filter as applicable later.

If you click the appropriate option in the button Activation on the action pane or enter quantities in the column Activate now manually, the items are activated for picking. This activation includes reserving the item quantity.

For the quantities in the column Activate now, you can post the picking list by clicking the button Release for pick in the action pane. The further proceeding, including one-step or two-step picking, is the same as when posting the picking list directly from the order.

If you want to specify priorities for picking based on the customer, you can enter a Classification group on the tab General of the customer form. This group displays in

the left-most column of the release picking form, which provides the option to filter on this criterion.

Figure 4-18: Release sales order picking

4.5.2.5 Reverse Picking Transactions

The pick form is not only used for picking, but also for reversing a pick transaction, which has been posted in the pick form or through a picking list. Similar to registering the original picking transaction, you can access the pick form in the sales order detail form by clicking the button Update line/Pick in the toolbar of the order lines after selecting the respective line. In the upper pane of the pick form, click the button Add picking line after selecting the appropriate transaction. Posting the reversing transaction by clicking the button Confirm pick all works similar to regular picking, but with a negative quantity.

If the original picking transaction has been posted through a picking list, you can alternatively use the picking list registration to reverse picking. In this case, open the picking list registration form by clicking the button PICK AND PACK/Generate/

Picking list registration in the action pane of the sales order form. In the picking list registration form, click the button Functions/Unpick in the toolbar of the tab Lines.

In a second step, you have to click the button Functions/Cancel picking line in the action pane of the picking list registration form to cancel the picking list itself. You can skip the second step by setting the slider Cancel unpicked quantity in the unpicking dialog of the first step to “Yes”.