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Inventory Pick Window

Microsoft Dynamics NAV 2013

Specifies the instructions that warehouse workers follow to pick items for shipment or for production consumption. To use inventory picks, the location must be set up to require pick processing but not shipment processing.

A unique characteristic of both the Inventory Pick window and the Inventory Put-away window, is that when you post the inventory pick for a source document, then you also post the shipment, or when picking production components, the consumption.

Inventory picks can be used for the following outbound source documents:

  • Sales orders, including for items that are assembled to the order.

  • Purchase return orders.

  • Outbound transfer orders.

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For production orders, you can use the Inventory Pick window to pick components for consumption when the location is set up to require pick processing only. For more information, see How to: Pick for Production in Basic Warehousing.

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Components for assembly orders cannot be picked or posted with inventory picks. Instead, use inventory movements. For more information, see Inventory Movement.

Deleting Inventory Pick Lines

If items on the inventory pick are not available, then you can usually delete those inventory pick lines after you post them and then delete the inventory pick document. The source document, such as a sales order or a production order, only has remaining items to be picked. You can obtain the remaining items through a new inventory pick later, when the items become available.

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This process is not possible if serial/lot numbers are specified on the source document. For example, if a sales order line contains a serial/lot number, then that item tracking specification is deleted if an inventory pick line for the serial/lot number is deleted.

If inventory pick lines have serial/lot numbers that are not available, then you must not delete the lines in question. Instead, you must change the Qty. to Handle field to zero, post the actual picks, and then delete the inventory pick document. This guarantees that the inventory pick lines for those serial/lot numbers can be recreated from the sales order later.

Handling Assemble-to-Order Items in Inventory Picks

The Inventory Pick window is also used to pick and ship for sales where items must be assembled before they can be shipped. For more information, see How to: Sell Items Assembled to Order.

Items to be shipped are not physically present in a bin until they are assembled and posted as output to a bin in the assembly area. This means that picking assemble-to-order items for shipment follows a special flow. From a bin, warehouse workers take the assembly items to the shipping dock and then post the inventory pick. The posted inventory pick then posts the assembly output, the component consumption, and the sales shipment.

You can set up Microsoft Dynamics NAV to automatically create an inventory movement when the inventory pick for the assembly item is created. To enable this, you must select the Create Movements Automatically field in the Assembly Setup window. For more information, see How to: Move Components to an Operation Area in Basic Warehousing.

Inventory pick lines for sales items are created in different ways depending on whether none, some, or all of the sales line quantities are assembled to order.

In regular sales where you use inventory picks to post shipment of inventory quantities, one inventory pick line, or several if the item is placed in different bins, is created for each sales order line. This pick line is based on the quantity in the Qty. to Ship field.

In assemble-to-order sales where the full quantity on the sales order line is assembled to order, one inventory pick line is created for that quantity. This means that the value in the Quantity to Assemble field is the same as the value in the Qty. to Ship field. The Assemble to Order field is selected on the line.

If an assembly output flow is set up for the location, then the value in the Asm.-to-Order Shpt. Bin Code field or the value in the From-Assembly Bin Code field, in that order, is inserted in the Bin Code field on the inventory pick line.

If no bin code is specified on the sales order line, and no assembly output flow is set up for the location, then the Bin Code field on the inventory pick line is empty. The warehouse worker must open the Bin Contents window and select the bin where the assembly items are assembled.

In combination scenarios, where a part of the quantity must first be assembled and another must be picked from inventory, a minimum of two inventory pick lines are created. One pick line is for the assemble-to-order quantity. The other pick line depends on which bins can fulfill the remaining quantity from inventory. Bin codes on the two lines are filled in different ways as described for the two different sales types respectively. For more information, see the “Combination Scenarios” section in Assemble to Order or Assemble to Stock.

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