The Order Fulfill transaction enables picking of GP sales orders with support for order, invoice, or fulfillment order/invoice document types. The transaction uses directed or ad-hoc pick workflows with optional zone filtering, lot/serial tracking, and ship ID assignment.

Filters and Order Selection

Filters that can be applied to the order selection list include:

• Site — Limit orders to a specific site
• Batch ID — Filter by batch identifier
• Ship Method — Filter by shipping method

These filters are optional. Orders with remaining quantities to fulfill appear in the selection list.

Order — Select the order to pick. When selected, any order notes are displayed.

Pick for Zone — Displayed when Enable Zone Filter on Order Fulfillment is set to true. Requires Panatracker Advanced Bin Management license and zone setup.

Tap the Pick action in the top right corner to access the item pick list and directives.

Directed Pick with Validation

Based on setting: Directed Pick with Required Validation set to TRUE

This option is typically used with Pick List Sort Order = Default Bin Code, but is not required.

Item Field

Item — Defaults to the first item on the pick list based on the Pick List Sort Order setting.

Users may:

• Scan a different item number to pick
• Select a different item from the lookup list

The Item Look Up list displays items remaining to pick for the order. Once an item is picked complete, it is removed from the list. When opening the lookup list, it may be filtered by the defaulted item number. Clear the filter using the X to display the entire pick list.

The lookup list data includes:

• Quantity remaining to pick
• Sales Order Fulfillment default bin for the item+site (if setup in GP)

When the item is selected, the item description, pick quantity amount, and pick status are displayed under the field.

From Bin Field

From Bin — Defaults to the Sales Order Fulfillment default bin for the item+site if defined in GP.

If the default bin has zero available quantity AND Order Fulfill Enable Available Next Bin is set to true, the system automatically selects a bin with quantity available for that item.

The From Bin lookup displays:

• Item Base Unit of Measure
• Current available quantity in the bin
• Current on hand quantity in the bin

If a bin is defaulted, the lookup list can be reset to display all bins using the X when the lookup list is opened.

Related Settings:

• Set From Bin Read Only — Requires ALL items to have Sales Order Fulfillment default bin configured
• Allow Negative Bin Available Quantity on Fulfillment — For quantity-tracked items, allows picking more than available in the bin

Scan to Validate Item

Scan to Validate Item — Scan to validate the item being fulfilled. Scan must match the selected item.

When Require Scan to Pick is set to true, users cannot use the enter key to confirm the item. The field must be scanned or manually entered to validate.

When Enable Quick Order Fulfill is set to true, the directed pick behavior remains in place, however, the Scan to Validate field is disabled.

Unit of Measure Field

UOM — Unit of measure is displayed based on the order line unit of measure.

When Use Unit of Measure for Order Fulfill is set to true, a different unit of measure can be selected. The proper unit of measure conversions must be configured in the unit of measure schedule to select an alternate unit of measure.

Limitations: If the unit of measure on the order is Case and the selected unit of measure is Each, and the UOM schedule is setup with 0 decimals, a partial quantity cannot be entered for the case since the unit of measure setup does not support a fractional entry.

Quantity Field

Quantity — For quantity-tracked items, enter the quantity to fulfill.

When Bulk Item Auto Save at Order Fulfillment is set to true and the item is tracked by quantity, the Validate Item field is used to scan each item and the quantity scanned is 'counted' by the scans.

Note: To use this feature, UOM cannot be enabled.

The Bulk Item Auto Save Quantity Threshold setting determines if the quantity field is available for entry. For example, if the threshold is set to 10 and the remaining to pick quantity is 12, the bulk item auto save feature is bypassed and the quantity field is presented for entry.

Lot Tracked Items

Lot — For lot-tracked items, the Lot field is enabled to select the lot and then enter the quantity.

The Lot lookup displays:

• Lot number
• Lot available quantity
• Lot dates (expiration, received, manufactured)

The Lot Default Bin setting overrides the Sales Order Fulfillment default bin for lot-tracked items (unless set to None) and uses lot date logic.

Serial Tracked Items

Serial — For serial-tracked items, the Serial field is enabled to capture serial numbers. Once the serials scanned equal the quantity remaining to pick, the next item is presented.

Additional Functions

The additional function menu supports the ability to skip to the next item in the pick list. Tap the menu button and then tap Next. This is used with the directed pick logic.

Additional function menu with Next option for skipping items

Ad Hoc Pick Logic

When Directed Pick with Required Validation is set to false, the Item field is not automatically defaulted AND the Validate field is disabled (not displayed). Users scan or select the item to pick from the Item field.

Review & Submit

When all items have been picked/fulfilled for the order, the Review screen is automatically displayed for review and submit.

Users may also access the review screen at any point during the pick before all items are fulfilled. The Item lookup list maintains the list of items remaining to be fulfilled. Access the review screen to:

• Review the order lines as a whole
• Review the order lines fulfilled

Edits to the pick can be completed by accessing the pick details during the current pick session from the review screen.

Review Screen — Item pick delete

The Submit button completes the transaction and updates the sales order document in GP with the quantities and details fulfilled for each line.

If the order is not picked complete, a warning message displays to the user. Response of Yes executes the update to GP. The response of No returns the user to the transaction to continue.

Ship ID Assignment

When Order Fulfill Ship ID Behavior is set to Assign Per Box or Assign Per Item, the Ship ID field is enabled.

Assign Per Box

When set to Assign Per Box, after the Ship ID is entered, the Ship ID remains defaulted and the field is set to read only. To change to a new Ship ID, use Close Box on the additional function menu. This clears and enables the Ship ID field for the next entry.

Assign Per Item

When set to Assign Per Item, the Ship ID assignment is associated with each item and no Close Box function is used.

Pallet ID Assignment

When Order Fulfill Pallet ID Assignment is set to true, the Close Box function enables the Pallet ID assignment screen to capture an associated pallet to the Ship ID.

Shipping Box Details

When Capture Shipping Box Details at Box Close is set to true, the Close Box function presents the enabled Flex Fields for Shipping Box Details. There are 4 flex fields available to define. When using this feature, ensure at least one flex field is enabled.

Other Workflows

Add Bin Move Logic

When using multiple bin setup in GP, the option to complete a bin move as part of the order pick step is available. This allows support of keeping the stocking bin quantities up to date for on hand and available quantities in real time. A bin move is completed with each pick to a designated bin.

To enable:

1. Set PGP Android Add Pick To Bin on Order Fulfill to true
2. Set Pick To Bin on Order Fulfill logic to one of the following: - User Entry — User manually enters the bin - Site Default Assignment for Sales Order Fulfillment — Uses site default bin configured in GP - Order Code — Bin is automatically created

The Pick To Bin field is then enabled on the order selection screen.

Pick Zones

This feature requires the Panatracker Advanced Bin Management license and additional bin setup to assign zones to the bins. When defined, the zone assignment logic can be enabled on Order Fulfill.

Designated Pick Zone Assignments — Profile setting to define the picking of items based on the zone. The logic only works with the sales order fulfillment default bin logic.

Enable Zone Filter on Order Fulfillment — Enables the zone filter to allow the user to select which zone they are picking for and filters the order lines based on that zone. Like the designated pick zone assignment setting, it is used with the sales order fulfillment default bin logic.