Split Pickings in 2 Step Receipt Flow
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    Split Pickings in 2 Step Receipt Flow


    Split Pickings in 2 Step Receipt FlowDescriptionSplit FlowExample ScenarioConsidered Cases


    Description

    This feature addresses the issue of incorrect stock quantities being recorded when goods are received partially from the customer. The existing process led to misalignments in accounting due to discrepancies between expected and actual received goods. In the case of X-Tech, in the first picking (IN) the quantities are validated without confirmation and are only verified in the second step (INT).

    The feature adds a button in the 1st inbound step (IN) which opens a forms that enables users to export, modify, and import picking lines, thus allowing the pair (IN/INT) to be split into several picking pairs based on the expected delivery date..

    Module: X-Tech Split Pickings (xtech_split_pickings)

    Split Flow


    The feature flow is described below.


    1. Navigate to an IN and click on the "Split Pickings" button. 




    A wizard will appear with an option to export all picking lines, "Export"




    2. Modify the Exported File

    Open the exported file on your computer and update the quantities and expected arrival dates as needed.

    In case the goal is to split a line, a new line can be added to the file using the same external id and product.




    3. Import the Modified File

    Return to the "Split Pickings" wizard and use "Upload Your File" button to upload the modified file back into the system. When the button "Import Pickings" is clicked the split occurs. 


    The system will create new records based on the updated expected arrival dates.

    Products with the same date as the current pickings will remain in the existing record. Others will be moved to the new pairs.



    The total quantity for each product will be verified to ensure it remains unchanged.

    If the total quantity is incorrect, an error message will be displayed.

    Products split into multiple lines with the same date will be combined.



    Example Scenario


    Initial Situation:

    • An IN (1st step) contains 100 units of Product A expected to arrive on 2024-06-01.


    Using Split Pickings:

    • User exports the picking lines and edits the file, splitting Product A into:
      • 50 units expected on 2024-06-01
      • 50 units expected on 2024-06-05
    • Import and Processing:
      • User imports the modified file.
    • The system creates a new IN record for the 50 units expected on 2024-06-05.
    • The original IN record retains the 50 units expected on 2024-06-01.



    The total quantity of Product A remains 100 units.

    The system combines lines with the same date if necessary.

    This feature ensures that inventory records reflect the actual quantities received, improving accuracy and alignment with accounting records.


    Considered Cases

    If multiple dates are selected, multiple picking pairs are generated, for example:

    • 2 different dates -> 2 picking pairs
    • 3 different dates -> 3 picking pairs
    • n different dates -> n picking pairs

    The total quantity of products is checked. If the total amount of each product doesn't match the initial quantity it's not possible to import the file and an error pops up.