We are looking to have a mechanism to track whether a sales order picklist has been printed for a particular sales order line. We’d like to have the SSRS report print the picklist and then run an “update” to mark the sales order lines as printed.
Has anyone implemented a mechanism that does this?
Yea, that’s a frustration that I’ve encountered with a couple of Epicor customers—having multiple warehouse workers running around with duplicate picklists, picking the same order because they didn’t realize that it had been double-printed.
The one suggestion that I’ve seen to solve this is what you’d expect: UD flag on the OrderHed to indicate whether the SOPL has been printed, which gets updated from an embedded customization of the SOPL form itself. Some wiggles here, depending on how to handle order changes, and what to do to advise that an order has already been printed/prevent a reprint, once the field is being updated. Some folks have asked for a hard stop, others want a “Duplicate” watermark.
I suggest you create a data directive on the SysTask table, once a report is complete you can find the OrderNum from the SysParam table table and then update a UD Field on your order header or elsewhere.
Alternatively create a check box UD field on your order header along with directive to auto print the pick list report once it is set to true. This can then be turned into an updateable dashboard for printing SO pick lists.