Picking menu

The picking menu supports more advanced picking features, and is regarded as advanced WMS features.


Start picking Route:
This menu will start the picking route, and also start the picking process of a route.

Create Pick Pallet:
In a consolidated delivery scenario, the worker can pick goods into pallets or pick baskets. This menu will allow the user to mass generate pick pallets.

Print pallet Label:
When picking is done, then a pallet label many wanted to be reprinted. The Pallet label will contain deliver addresses, and a pallet contents label. Printing will use the BarTender label printout when this is available.

Post picking Route:
When the picking is finished, or the worker must short ship, then the post picking route can be used. This menu will also allow the worker to generate a packing slip for the picked items.

Picking lines that have not been picked, will be cancelled, and can be repacked on the next picking route.

Cancel picking route:
If the picking route must be canceled, ten use this menu. It will cancel the picking route, and it can also unpick any picked lines.

Start picking route – Order pick

The start picking route will look differently depending on if it is a order picking, or if it is a consolidated picking. The main difference is that use of pick pallets. These two scenario’s will be covered separately.

The first scenario is order picking without pick pallets.


Picking route:
The process starts with that the worker enters or scans the picking route ID. The system confirms back with reference and delivery information and address.

The worker then starts the picking process by clicking start.

The next screen that the worker will see is a list of all the locations that he needs to pick goods from.

The worker confirms that he as arrived to a location, by scanning one of the locations specified in the list.

If the locations do not have bar codes, the worker can also click in the “pick” column in the grid.

In the bottom, the worker can se a small picture of the product, item number and other dimensions. The item text will also be visible.


When the worker confirms the location, the followig confirmation screen will pop up.

Here the worker must confirm the item barcode, bu scanning this, and also fill inn any additional dimensions, if this is missing. Like pallet, batch or serial number.

The requested quantity is on the right of the quantity field

When the quantity is filled on, the item quantity dialog will close, and the worker can start on the next picking line.


The last step in the picking process is to post a picking route. This will also generate the packing slip.

Start picking route – consolidated pick

The consolidated pick, is using output orders and shipments to control the process. The Sales order generate output orders, and they are collected in a shipment. It is important to understand the main process of consolidated picking to make sure that the steps are followed. The main thing is the use of pick pallets that must be in place to cover the following process.


The process starts with the picking process, that is quite simular to the order picking, but where the worker places the picket items on to a pick pallet. The next step is to stage the pallet at a outbound dock. Here the pallets will be placed until they are loaded into a truck or a carrier. The last step is to send the shipment, that will be the final delivery to the customer/warehouse. For more information on using output orders and shipments, please refer to standard AX 2012 documentation.


If a consolidated picking route has been generated, then the start picking route screen will change to include pick pallet. In this form a pre-created pick pallet can be selected, or the worker can create a new pick pallet, by clicking on the “new” button”. The select location screen will also have pick pallet as a criteria, where the worker can decide on whish pick pallet the goods should be collected on.


When done, the PDA will return to the ”start picking route”, ready for the next picking route.

Create pick pallet

In a consolidated pick scenario, it is often needed to generate a lot of pick pallets. Often the creation of pick pallets will also produce a label, that the pallet/pick basket can be marked with. Free pallet can look like this, if generated using Columbus BarTender integration.



The PDA used for generating pick pallets have the following fields :

Type: Enter the pallet type. This is a property on the pallet, that controls size and volume. It also controls if this is a pick basket.

Warehouse:Enter a warehouse where the pick pallet is stored.

Location:Enter a location where the pallet is located. Normally this will be a ”empty pallet” location. The default value is fetched from the empty pallet location defined on the warehouse record.

Print:Specify if the label should be printed. If Columbus BarTender integration is installed than this printer will be used.

Quantity:Enter number of pallets that should be generated.

Print pallet label

Normally each pallet is marked with an anonymous pallet label. Often it is wanted to print a new pallet label, that do contain delivery name and addresses. Sometimes a pallet contents label is printed, and placed on the physical pallet after it is wrapped. This makes it easier in the staging are to know what pallet belongs to what shipment/customer etc.


Picking route:
The field picking route is not a mandatory field, and is just used for simplifying the lookup of the pallet ID. If filled in, then only pallets belonging to the specified picking route will appear. The magnifier button will show the lines on the picking route.

Specify pallet ID

Num labels:
Specify number of label(copies) that is wanted.

Will print the new pallet label

1.5. Post picking route

Post picking route only have a function in when the picking route is order based and NOT consolidated. The post picking route will complete the picking route, and post the packing slip for the picked lines.


Picking route:
Spesify the picking route that is going to be posted, and packing slip updated.

The lookup will only show picking routes that have the expeditionstatus registered to loaded at current warehouse.

Post the picking route

Cancel picking route

The cancel picking route is a PDA program for cancelling a picking route. All lines will be returned to the original status, and a new picking route must be generated before they can be picked again.


Picking route:
Spesify the picking route that is going to be cancelled.
The lookup will only show picking routes that have the expedition status registered to loaded at current warehouse. The magnifier button will show the lines on the picking route.

If this selection is set, then any picked lines will be unpicked, and the items will be return to the original location.

Cancels the picking route.

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