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OE-09a Picking Report

This report is an inventory picking report for warehouse employees to pick models and items for the next day delivery or pickups. It also includes quantity on hand and bin locations.

To Run the Report

  1. Go to Invoicing > Reports...1 > OE-09a Picking Report.
  2. Fill out the report parameters. When finished, click OK to run the report (a PDF of the report opens) or click Excel to export the report to an Excel sheet.

Report Parameters

OE-9a_Paramters_1

ParametersDescription
Date From and ToThis is based on use date selected. For example, Schedule Date, Pickup Date, Schedule & Pickup Date.
Invoice Type/Job Status/Map Zone/Route/LocationSelect the type and range of data that appears on the report by selecting one, multiple, or all records from each of these tables.
Only Print Selected LocationsIf this option is checked then it will only show the QOH for the selected locations and not all locations on the report. This option is mainly used by companies with multiple locations/distribution centers in different States; this way you can only see the warehouse ‘East Coast’ if ordering for the East location.

OE-9a_Paramters_2

ParametersDescription
Ship ViaSelect one or multiple Ship Vias.
Sort BySelect how you want the report data sorted.
Use DateSelect either Schedule Date, Pickup Date, Schedule & Pickup Date, and Follow up Date.
ShowThis option will let you run the report for either models, items or both.
Show Reserved SerialsIf this option is checked, it will show the serial numbers that are reserved to an invoice on the report.
Only Show Reserve ExclusiveIf this option is checked, it will only show the serial numbers that are reserved exclusive to an invoice on the report; it will not show serial numbers that are regular reserved.
Show Bin Locations to Oldest SerialIf this option is checked then it will print the oldest bin location based on the location that the current serial number is reserved in. This will help you pull the older stock.
Exclude Installed ItemsIf this option is checked then it will not include installed items in the report.

OE-9a_Paramters_3

ParametersDescription
Page Break on RouteIf this option is checked then it will page break before starting another route. It is only used if Sort by Route is selected.
Print Invoice Comment LinesIf this box is checked then it will print the comment from Invoice Detail > Comment on the report. It is only used if Sort by Invoice/Model is selected.
Print Invoice Misc LinesIf this box is checked then it will print the misc from Invoice Detail > Misc. on the report. It is only used if Sort by Invoice/Model is selected.
Show Balance and Credit FieldsIf this box is checked then it will show the “Balance” in red where it is a COD invoice with a balance owing, an AR invoice that is over their credit limit or, if the bill to customer is on credit hold, then it will show “CREDIT HOLD” in red.
Include ShippedIf this box is checked then it will include sold serials on report.
Exclude Invoices not Credit ApprovedIf this box it checked then it will exclude “Not Credit Approved” invoices. See Credit Approval.

Report Examples

PDF

OE-09a_image2

Excel

OE-9a_Picking_Report_Excel

See Also

Updated

Oct. 27, 2022