Contents of the Print Reservation Pick Lists Screen

Use the fields and options to configure the Print Reservation Pick Lists screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Warehouse

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the warehouse ID of the reservations to be printed.

Reservation

Field Description
Option

Select the range option from the drop-down list for reservations to be printed. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start, End

Enter, or click to select, the reservation that will be the starting or ending point for the range of reservations to be printed on this report.

Requester

Field Description
Option

Select the range option from the drop-down list for the requester employees to be printed. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start, End

Enter, or click to select, the requester employee that will be the starting or ending point for the range of requesters to be printed on this report.

To Project

Field Description
Option

Select the range option from the drop-down list for projects to be printed. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start, End

Enter, or click to select, the project that will be the starting or ending point for the range of projects to be printed on this report.

Planner

Field Description
Option

Select the range option from the drop-down list for planners to be printed. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start, End

Enter, or click to select, the planner that will be the starting or ending point for the range to be printed on this report.

Need Date Cutoff

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the last need date allowed for printed reservations, or leave blank to allow all need dates.

Purchase Order

Field Description
Option

Select the range option from the drop-down list for purchase orders to be included. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start, End

Enter, or click to select, the purchase orders that will be the starting and ending points for the range of purchase orders to be included on this report.

Sort By

Field Description
1st Sort

Select an option from this drop-down list to define the basis for sorting the pick lists. Your options are:

  • Line Number: This is the default setting. When you select this option, the application sorts the pick list items by reservation line number. The printout lists one reservation at a time and within each reservation, the reservation lines list in ascending line number order. For each line number, non-zero On Hand and Shipping type locations list by ascending alphanumeric order of location ID (if available).
  • Preferred Location: Select this option to determine, through the following process, the preferred location of the part:
    1. The application looks for the preferred location for the part project that matches that of the part reservation's inventory abbreviation code and a warehouse matching that of the part project's preferred warehouse.

    2. If no match is found above, the row does not exist, or the preferred location quantity is zero, the part's default location is used (if the part's default warehouse matches that of the reservation).

    3. If no match is found above, the value is null or the default location quantity is zero, the first inventory location for the part/warehouse with a location quantity greater than zero (and a location type On Hand or Shipping) is used, based on ascending alphanumeric order of the location ID for the reservation warehouse.

    4. If no location with a quantity greater than zero and location type of On Hand or Shipping is found for the reservation line, the line is printed at the end of the report, listed by ascending line number order.

The secondary sort is by reservation line number.

The report prints one reservation at a time. Within each reservation, applicable primary locations (as determined above) are listed in ascending alphanumeric order of location ID. All parts with the same primary location are grouped together. Within each primary location, the reservation lines print in ascending reservation line number order. For each reservation line number, the primary location row is listed first, and then other non-zero On Hand and Shipping locations are included by ascending alphanumeric order of location ID.

Options

Reservation Type

Field Description
Issues

Select this checkbox to print issue reservations.

Transfers

Select this checkbox to print transfer reservations.

POs/Requisitions

Select this checkbox to print reservations for purchase orders and requisitions.

Include Lines Past Need Date Cutoff

Select this checkbox to print reservation lines that are past the need date cutoff.

Include Pending Requests

Select this checkbox to print request lines that have not been approved.

Print Previously Printed Pick Lists

Select this checkbox to print pick lists that have already been printed. If a pick list has been printed, DUPLICATE displays at the top of the printout.

Print Floor Stock Parts

Select this checkbox to print floor stock parts on the pick list.

Print Backflush Parts

Select this checkbox to print backflush parts on the pick list.

Print Serial/Lot

Select this checkbox to include serial/lot inventory information on the pick list. If the Enable Inventory Serial/Lot Tracking checkbox is selected on the Configure Serial/Lot Settings screen, this checkbox is selected upon opening this screen.