Defining pick ticket headers

Define pick ticket headers to specify the store and supplier information for the pick ticket and the work order – activity or equipment for which the pick ticket is required. You must select either a work order – activity or equipment to create a pick ticket header.

To define pick ticket headers:

Open the Pick Tickets form.
Click New Record.
Pick Ticket—Enter a description of the pick ticket in the adjacent field. The system assigns a pick ticket number after you save the record.
Store—Enter the store for which to create the pick ticket. The system automatically populates Originator with the User ID of the logged in user.
Status—Select the status of the pick ticket. The system automatically assigns Unfinished as the status of the pick ticket, or the equivalent user code status.
Date Required—Enter the date by which the list of parts is needed.
Class—Enter the class of the pick ticket. The classes shown belong to the PICK entity.
Choose one of the following options:
- Define the pick ticket for a work order—Enter the Work Order-Activity for which to define a pick ticket. The system automatically populates Equipment with the equipment on the work order header.
- Define the pick ticket for a piece of equipment—Enter the Equipment for which to define the pick ticket.
Deliver to Supplier—Enter the supplier to whom to deliver the parts.
Delivery Address—Enter the address to which to deliver the parts.
Deliver to Employee—Enter the employee to whom to deliver the parts.
Default Approver—Enter the individual responsible for approving the pick ticket.
Click Save Record.

Note: The system populates and/or updates the Total Value of the pick ticket as parts are added to the pick ticket. The system also populates Approved By and Date Approved with the User ID of the approver and the date and time that the pick ticket Status is set to Approved.