Picking List
Picking List
Picking List Report
Report #: 2021
Module: Account Generation
Overview
The Picking List report provides data used to pull physical stock from inventory to fulfill specific work orders. The Picking List displays all items contained on a work order, including items contained in a kit. User’s branch restrictions apply.
Note: If a work order contains an item kit (defined in Items - program #1535), SBN saves the item kit contents when you approve the work order. The Picking List report output displays item kit contents as they were when the work order was approved. If you change the item kit in program #1535 after approving the work order, your changes will not appear in the Picking List report.
To access this report, select Picking List (report #2021) from the main menu of SBN.
The Picking List Report
This report contains two panes: use the upper pane to define the content of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report
Field Descriptions
The following table describes the fields used in the upper pane of this report.
Note: You can use wildcard characters in selected fields. For more information about using wildcards, see Searches.
Field |
Wildcards Allowed |
Description |
Period Range |
||
Date
- From |
No |
You may select a range of dates to limit the report to work orders within that range. Select the beginning date of the range. O This field defaults to the current date. |
Time
- From |
No |
You may select a range of time to limit the report to work orders within that range. Select the beginning time of the range. O This field defaults to 0:00 (Midnight). |
Date
- To |
No |
You may select a range of dates to limit the report to work orders within that range. Select the ending date of the range. O This field defaults to tomorrow’s date. |
Time
- To |
No |
You may select a range of time to limit the report to work orders within that range. Select the ending time of the range. O This field defaults to 0:00 (Midnight). |
Branch |
Yes |
You may select a specific installation branch ID to limit the report to records associated with that branch. O If you leave this field blank, the report includes all branches. |
Work Order No. |
Yes |
You must either type a specific work order number to limit the report to that work order or use the % wildcard to include all work orders for the specified period. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Note: Option ma009 was added to force Ins_no1 and Ins_no2 to have the same value to prevent report scheduler from failing.
Report Example
The following graphic shows an example of the output of the report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Qty |
Number of items to pull. |
Item |
Item code. |
Description |
Text description of item. |
Picked |
Line for writing the quantity pulled of this item. |
B / O |
Line for writing the quantity back-ordered of this item. |
Rec’d |
Line for writing the quantity received from an outside source. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Picking List Report
The following table lists modifications and updates to the Picking List Report document.
Mod Number |
Date |
Description |
n/a |
07/14/14 |
Images updated. |