Picking Slip Enhancement Proposal

Proposal summary

AllCraft Trade Solutions would like do more enhancements in their Picking Ticket PDF by adding additional information to make it more helpful for the warehouse 

Requirement 

AllCraft Trade Solutions want to make the following updates to the Picking Ticket PDF

1. Out of stock items – If the stock item is out of stock, it does not show up on the picking slip. AllCraft still needs the items to show up on the picking slip, but with a quantity of 0 (if there is none in stock). The reason being, sometimes the inventory isn’t updated and there may be stock here but it just doesn’t show up on netsuite as it hasn’t been received yet.
2. Special orders – Often, AllCraft gets “add ons” after the sales order is saved. There is no current way to link a newly created purchase order to an already existing sales order. They  would like to have these special orders appear on the picking ticket also, with the purchase order and supplier shown, so the warehouse staff can see where the item has come from and what the purchase order is, so they can locate this in our warehouse to prepare for the job. 
3. Column width: Please make the column “Committed” smaller, it doesn’t need to be so wide as it is only a number in the column. Inorder to reduce the width, the Label can be changed to Pick
4. Weight total – Total weight of all the items displayed on the picking slip as a summed amount. This is so they can see how much the total job weighs so they can allocate the appropriate vehicle.
5. Bay allocation – AllCraft would like to start entering the bay allocations to each of the inventory items so they can appear on the picking ticket. The Bay will be the same per Item. So we can directly populate it to Picking ticket from the Item Record field
   

Our Solution

Prerequisites

• Show Uncommitted Items on Picking Ticket feature needs to be enabled in the account
• An additional Free form Text field will be added in Inventory Item Record and Allcradt need to fill the Bay number in that field in order to populate it to the Picking Ticket
  

Description of Task

This requirement can be achieved by updating the created picking ticket advanced PDF template for the following changes

1. Out of stock items 

Need to enable Show Uncommitted Items on Picking Ticket feature in the accounting Preference

Enabling this feature will include items that are not yet committed to the order in the Picking Ticket. This means that the picking ticket can include items that are not yet available to be picked.

So on the picking ticket, Qty will be ordered quantity and Committed Qty will be 0 for those backordered items

Note: 

• Drop Ship Items will not show in Picking Tickets. Those Items are designed not to appear in Picking Tickets because they do not get delivered to the Warehouse.

2. Special orders 

Netsuite will not allow us to link a Standalone PO that we separately created to the Sales Order line as a Special Order.

However, there is another possibility to create a special Order/Drop Ship for Ordered items even after saving a SO.

If we do not select an item for Drop ship/Special Order upon SO creation, then netsuite will provide a link on the same column after saving that SO.

So instead of creating a Standalone PO, we will have to create a PO from this provided link. So Netsuite automatically brings all the Items which are preferred for the corresponding Prefered vendor on that SO to a PO form. Then we can save the PO by making the required updates if any changes are to be done(Vendor, Item, Qty, etc). This will automatically link to the corresponding SO.

Also, we can populate the Special order and its Vendor to the  picking ticket tem Table

This columns can be added before the Notes Column in the Print

Note : 

It will make the table becomes congested again due to the additional two columns

3. Column width

Will reduce the Committed column width by changing the Label to “Pick”

4. Weight total 

The sum of the Item line weight will be added as Total weight, below the Ship Via field on the Picking Tickets. 

5. Bay allocation 

Will add a free form Text field in Inventory Item Record, where Allcraft needs to enter the Bay for each item.

Then this value will be populated to the Picking Ticket Print by bring it to the Hidden column in the Item table on Sales Order form

Risks

• The Item table again will get congested due to additional columns

Testing Plan

• Print can be tested with the Test Sales Order S37850 provided by Allcraft
• The PO linking needs to be confirmed by Allcraft by checking the given steps
• After User Acceptance Testing (UAT), we will make the newly created Picking slip form as preferred to take the print directly from sales order record