Defining pick ticket headers

Define pick ticket headers to specify the store and supplier information for the pick ticket and the work order-activity or equipment for which the pick ticket is required. You must select either a work order-activity or equipment to create a pick ticket header.

To define pick ticket headers:

Select Materials > Pick Tickets.
Click New Record.
Specify this information:

Pick Ticket

Specify a description of the pick ticket in the adjacent field. The system assigns a pick ticket number after you save the record.

Store

Specify the store for which to create the pick ticket. The system automatically populates Originator with the User ID of the logged in user.

Status

Select the status of the pick ticket. The system automatically assigns Unfinished as the status of the pick ticket, or the equivalent user code status.

Date Required

Specify the date by which the list of parts is needed.

Class

Specify the class of the pick ticket. The classes shown belong to the PICK entity.

Choose one of the pick ticket options:

Option	Description
Define the pick ticket for a work order	Specify the Work Order-Activity for which to define a pick ticket. The system automatically populates Equipment with the equipment on the work order header.
Define the pick ticket for a piece of equipment	Specify the Equipment for which to define the pick ticket.

Specify this information:

Deliver to Supplier

Specify the supplier to whom to deliver the parts.

Delivery Address

Specify the address to which to deliver the parts.

Deliver to Employee

Specify the employee to whom to deliver the parts.

Default Approver

Specify the individual responsible for approving the pick ticket.
Click Save Record.

Note: The system populates and/or updates the Total Value of the pick ticket as parts are added to the pick ticket. The system also populates Approved By and Date Approved with the User ID of the approver and the date and time that the pick ticket Status is set to Approved.