Create a PI document

The warehouse clerk in the issuing warehouse enters the Pick and Issue (PI) document for the requested stock items.  Once the document is submitted, the Pick and Issue document updates the Inventory Table, decreasing the Reserved quantity and updating the Released Information and Inventory Drill Downs.  In addition, the pick tickets are printed.

1. Create from the Document Catalog.

2. Complete the Header section.

   The Document Name and/or Document Description can be conditionally required with the Document Control (DCTRL) table. If the current Application Date should not be used, then manually enter the correct date in the Record Date field. If the default Fiscal Year should not be used, then manually enter the correct year, (that is, prior year or next year), in the Fiscal Year field.  Any manually entered year will be used on all accounting lines unless manually entered at that level. If the default Accounting Period should not be used, then manually enter the correct accounting period, (that is, prior period or next period), in the Period field.  Any manually entered period will be used on all accounting lines unless manually entered at that level. Enter the Warehouse. Enter the Pick Date. Enter the Selection Option. Enter in the SRQ information or the Specific Delivery Date.

3. Click the Validate button to validate for errors.

4. If errors exist, fix the errors and repeat Step 3.  If no errors exist, then continue with Step 5.

5. Click the Submit button to submit the document.