Picking in acsbo mainly serves as the connection between Sales Orders/Work Orders and the inventory system. It is also flexible enough to manage consuming inventory for an arbitrary source including vendor custody and projects. Picking CANNOT be used with non-inventory tracked items in any capacity.

Click the ADD NEW button in the top right of the Picking page to create a pick. Enter the date the items were picked and any notes about the pick such as special circumstances or instructions. The date will default to today.

Then click the ADD button under the Pick Actions headers to start adding the actual actions to the pick. For each action: select which order it applies to, which part number is being picked, where the item is located, and how many items. If the selected part uses S/N, Rev #, or Lot # tracking, you must also enter the tracking information for each item. For S/N parts, enter one serial number for each item in the action, separated by commas or the enter key so acsbo can format the numbers. For Rev # and Lot #, enter only one tracking number for the entire action. Instead of entering the values manually, you may select entries from the stock view. The stock view will automatically open when a part, line item, or input is selected.

You may pick for multiple different orders and parts in a single pick with multiple different actions. When all items are entered, click SAVE to open a confirmation dialog. Check that all orders, parts, amount, and tracking match what they should be and click SEE FULL to see all serial numbers if more than 10 are entered in a single action. Click CONFIRM to save the pick and perform all of the actions or CANCEL if something needs to be fixed.

If the pick fails to perform any of the listed actions, the entire pick will fail and all actions will be rolled back. A pick most often fails if the amount of serial numbers does not match the listed amount or a provided tracking number does not match any items currently in stock.

• Order Reference: List off all open Sales Orders and Work Orders
  • Sales Orders appear as “[Account] – [Order ID]”
  • Work Orders appear as “Work Order – [Order ID]”
  • Select one of the options or enter a custom value
  • acsbo will auto select the correct option if an exactly matching Order ID is entered
• Part # – Name: List of available parts
  • Select one of the options; no custom values allowed
  • List of line items from selected Sales Order if applicable
  • List of inputs from selected Work Order if applicable
  • List of all parts if no selected Sales Order or Work Order
• Location: List of all populated locations in the inventory system
  • Select one of the options; no custom values allowed
• Amount: The total amount of items being picked
  • If the selected part uses S/N or Rev # tracking, enter a whole number amount
  • If the selected part uses Lot # or “none” tracking, enter any positive amount
• [Tracking]: The specific tracking information for this pick action
  • If the selected part uses S/N tracking, enter one serial number for each item
    • Separate with commas or the enter key
    • acsbo will format the tracking information as it is entered
  • If the selected part uses Rev # or Lot # tracking, enter one tracking number for the entire action
  • If the selected part uses “none” tracking, then Tracking will not appear

Interactions

• General
  • If the small text underneath any field starts with “Warning!” you may not create the pick until the warning is resolved
  • Click the red Trash icon to delete an action and the Plus icon to add a new action directly after
  • Click the ADD button to add a new action to the end of the list
• Order Reference
  • Displays “[Account] on [Sales Date]” if a valid Sales Order is selected
  • Displays “Warning! [Order ID] has no valid revisions” if the selected Sales Order has no approved revisions. A valid Sales Order must have at least one approved revision.
  • Displays “Work Order on [Created]” if a Work Order is selected
• Part # – Name
  • Line items and inputs are formatted with the line # as “[Part #] – [Part] | [Line #]”
    • The line # only appears in the list, it is not in the displayed selected value
  • Parts are formatted as “[Part #] – [Part]”
  • Displays “Tracking: [Part Tracking Type]” when a part, line item, or input is selected
• Amount
  • If a valid Sales Order is selected, then a line item is selected, amount will be auto-populated
    • The value will become the amount still left to be picked for the order
    • Displays “[Picked]/[Total] already picked”
    • You can pick more than the amount listed on the Sales Order
  • If a Work Order is selected, then an input is selected, amount will be auto-populated
    • The value will become the amount listed on the input
    • Displays “[Picked]/[Total] already picked”
    • You can pick more than the amount listed on the Work Order, but it must all be in a single action
    • Further pick actions for a picked input will fail
• Tracking
  • Automatically changes the label to the tracking type of the selected part
  • Formats each tracking number into a chip after being entered
  • Separate multiple entries with commas or the enter key
• Stock
  • When a part is selected, the stock view will automatically open
  • If the selected part uses S/N, the stock is sorted by location
    • Click a location to view all stock inside that location
    • Click a stock entry to add it to the pick action
    • Click a stock entry again to remove it from the pick action
  • If the selected part uses Rev #, Lot #, or “none” tracking, the stock is sorted by tracking
    • Click a stock entry to add it to the pick action
    • Click a stock entry again to remove it from the pick action