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Picking Parts for a Work Order or Requisition

You can create pick lists for the inventory items that are required to perform a work order or to fulfill a requisition.

If you cannot pick all of the parts required for the work order or requisition, you can pick some of the parts and then adjust the quantity on the pick list. When the rest of the parts are available, you can create a new pick list for the remaining parts on the work order or requisition.

To Pick Parts for a Work Order or Requisition

1.	From any main view on the site, select the Tools menu and select New, then Resource Management, and then Pick List. The Transaction Entry Form window appears.

2.	In the Pick List Identification section, enter a description of the pick list, select the warehouse where you will be picking the material, the person picking the material, and the person the material will be issued to.

3.	Click Browse. APM displays the Select Source for Pick List dialog.

4.	Select the work order or requisition that you want to pick parts for:

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To pick parts for a work order, select the Work order option and click Browse. The Work Order Selector dialog appears. Select the work order and click OK. From the Work order task list, select the task you are picking parts for and click OK. The items requested on the task are added to the pick list.

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To pick parts for a requisition, select the Requisition option and click Browse. The Requisition Selector dialog appears. When you create a pick list for a requisition, the status is changed to “Open” and the requisition can no longer be changed. Select the requisition and click OK. To close the dialog, click OK again. The items requested on the requisition are added to the pick list.

5.	To add parts from another work order task or requisition to the pick list, repeat steps 3 and 4.

6.

You can sort the pick list to make it easier to pick the items. For instance, it may be useful to sort by pick sequence or by part number. To sort by column, right-click on the column heading. From the menu, select either Sort Ascending or Sort Descending. The table sorts the list by the entries in the selected column.

Tip: To export the pick list, right-click an issue, and select Export to Excel. APM opens a Microsoft Excel and inserts the contents of the pick list into a spreadsheet.

7.

If necessary, you can adjust the information on each line of the pick list. For example, after you have picked the parts from the warehouse, you might need to edit the quantity picked. To do this, double-click the item you want to edit. In the Resource Transaction window, edit the Quantity issued box. Save and close the transaction.

Tip: You can also change the quantity picked by pressing F2 and then tabbing to the Quantity Picked column. Press Tab until your focus is in the box that you want to edit. Make your change in the open box, then press Tab again to move to the next box.

8.

When the pick list is correct, you can issue the parts. This tells APM that the material has been taken from the warehouse. APM then records the transactions and assigns the costs to the work order, asset, or requisition. The status of each line on the pick list changes to “Posted.” To do this, click Issue Parts Now. Alternatively, you can close the pick list and issue the parts later.

9.	When you are finished, close the pick list window.