Create Picks from a Work Order

Overview

GoldFinch provides the ability to pick and reserve inventory for a Work Order before it is sent to the shop floor. This ensures accurate inventory management for raw materials associated with each Work Order.

Picks vs. Movements

• Pick Function:

  • Allows you to reserve specific raw materials against each Work Order, ensuring accurate inventory tracking.

• Movements:

  • In some scenarios, the tight linkage between inventory and the Work Order may not be efficient, such as when:

    • There are frequent scraps.

    • The sequence of Work Orders needs to change.

In such cases, Inventory Movements may be a more efficient option. Learn more about movements Replenishing Production Input Bin.

Setup for Picking

• Enable Picking on Work Orders:

  • Navigate to the Warehouse page and check the Enable Pick on Work Order field.

Set Up Separate Bins:

• Set up the Input Bin with the "QC" Bin Type. You cannot pick from the Input Bin.

• Once a Pick Ticket is posted, inventory is moved to the Input Bin for consumption.

• Avoid moving inventory into or out of the Input Bin to maintain accuracy.

Processing Steps for Picking

Create a Pick Ticket:

• On the Work Order, click Create Pick to generate a Pick Ticket.

Review Inventory Status：

• Check the status of available inventory. Partial picking is allowed, but only one open Pick Ticket can exist per Work Order.

Open Pick Ticket:

• Click the Open Pick field on the Work Order to view the Pick Ticket.

Create a Production Journal:

• You do not need to fully pick the inventory before creating a Production Journal. However, you must have enough picked inventory to cover the Consumption Qty before you can post the journal.

Post the Pick Ticket:

• Once posted, the Pick Status on the Work Order will automatically update to Fully Picked or Partially Picked.

Create and Post Product Journals:

• Continue with the usual process of creating and posting Production Journals.

Additional Information

• Mass Create Pick Tickets for Sales Orders:

  • You can create multiple Work Orders for a single Sales Order. To mass-create Pick Tickets:

    • Navigate to the Sales Order page and go to the Work Order related list.

    • Select all Work Orders, then click Create Picks.

• Print Consolidated Pick Instructions:

  • On the Pick Ticket list, you can select multiple Pick Tickets and print a consolidated pick instructions document. This is useful if you want to pick and reserve inventory for all Work Orders linked to a Sales Order.

By following these steps, you can ensure a smooth and accurate inventory picking process for Work Orders in GoldFinch.