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Pick Task Generation Troubleshooting

Sales Order Fields

Sales Order Field Issue Correction
Planned Ship Date PSD is beyond the date criteria. PSD must not be in the past. Also, if PSD is too far into the future, the Pick Task Days Before PSD field on the Customer Record must be updated (see below).
Order Release Status Order is on Hold Release Status must be set to Released
Ship Via Non-Task Ship Via Selected Customer Routing Guide will not allow for pick task generation. Update to Customer Routing Guide – Pallet or Customer Routing Guide – Parcel.

*If the Pick Task Days Before PSD field is blank, then Sales Orders for this customer will default to the system default time frame for the Advantus Location the Order is shipping from. This field can be edited to override the default to trigger task generation.

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Preferred Bin for Items on Sales Order

All items shipping from all Advantus warehouses, except PBG, require a preferred bin to be set on the Item Record, even if there is no inventory in the Preferred Bin but inventory is in other bins.

NetSuite Path: Item Record-Inventory Detail-Bin Levels

The Preferred Bin will be highlighted in Green and have a T in the Preferred Bin column. If an item is at multiple Advantus warehouses, you will look for the location the order is shipping from.

Reviewing Pick Plans

Pick plans run automatically for Advantus locations but sometimes pick plans don’t run and IT intervention is required.

Netsuite Path: Transactions-Pick Planner-Groups

Select View for the location the orders in question are shipping from.

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Click the Custom tab to view the Pick Plans in that Group. The Last Started and Last Completed should show today’s date, with a time stamp from the last hour.

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If the date and time stamps are not from the last hour, please advise the respective Advantus warehouse facility Operations team to reach out to IT for support.

Updated on December 17, 2024
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