Proposal Summary
Flowco would like to have enhancement on the Picking Ticket PDF
Requirement
Flowco needs to calculate the picking quantities correctly in the Picking Ticket in order to avoid confusion for Warehouse employees.
For example,
A Customer ordered x5 qty of SSBN25 and was dispatched x3 qty and x2 qty was placed on backorder.
Items have now been received into stock and now show as ‘Committed’ (as opposed to ‘Back Ordered’) in the below screenshot.
If we now print the picking ticket, it shows item SSNB25 as x5 qty to be picked. See Picking Ticket below, item highlighted yellow. The amount to be picked now should be x2 qty as x3 qty have already been fulfilled and invoiced. But because the item is now in stock, it is not shown as Qty BO on the Picking Ticket.
Change Request 1
Flowco needs to remove the existing ‘Picked Qty’ column and add an additional column ‘Committed’ in the picking ticket
So the table columns need to be Backordered, Ordered and Committed.
And the table datas should be as mentioned below
Change Request 2
Flowco needs to remove the Notes/Special Instructions from the picking ticket and keep only Warehouse Notes.
Notes/Special Instructions is coming from: Field ID: custbody_cust_rec_comments
Warehouse Notes is coming from: Field ID: memo
Also need to remove the condition <#if record.custbody_cust_rec_comments?has_content> so that the ${record.memo} field works independently.
The picking ticket Advanced PDF/HTML form waterworks currently use is CZO customised Waterworks Picking Ticket PDF/HTML Template CUSTTMPL_WATERWORKS_PICKINGTICKET
Our Solution
Change Request 1
This requirement can be achieved by removing ‘Picked Qty’ in the existing Picking Ticket and we will add an additional column ‘Committed’.
All the table datas will be pulled from netsuite.
As committed quantities in Sales order only changes when item fulfillment status is in ‘Shipped’ stage.
For example, In the initial stage of this order,
Here, when we are printing a picking ticket the Picking qty should be 399. And if 50 quantities are picked and packed the quantity committed remains the same there. So while printing the picking ticket we cannot take the value from SO directly. (Picking qty needs to be 399-50 = 349)
However, once the items are fulfilled the committed quantity changes. And on the next printing we can take direct committed quantity value from SO.
So we will calculate the ‘Committed’ using a formula and calculate the quantities according to stages of fulfillment.
So when printing a second picking ticket, the ‘Committed’ will be populated correctly in the picking ticket and the Warehouse employee can pick the quantities by looking at the values in ‘Committed’.
Note
- Closed item lines will not be shown on the Picking Ticket.
- When committed quantities are fully fulfilled and there are no backorder quantities, item lines will not be shown in picking tickets.
Change Request 2
Will remove the conditions and instructions as mentioned in the requirement
Risks
- We will update the existing picking ticket to add additional columns and remove the contents as mentioned. There will be no changes in the layout of the existing Picking Ticket.