Comments (9)
s-aga-r
commented on August 26, 2024
@smbcatalyst you can reserve the stock against the pick list instead of a sales order.
doc: https://docs.erpnext.com/docs/user/manual/en/stock-reservation#3-stock-reservation-from-pick-list
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smbcatalyst
commented on August 26, 2024
Currently, once we reserve the Qty on Sales order, the system will not allow to create Pick List and the system goes directly to Delivery Note. The system should allow to create Pick list when we reserve stock on sales order.
- If we are not allow to create pick list, how the team will pick material?
- If we create pick list, then it will difficult to get correct details on sales order as Sales order team and Pick list team (warehouse team) both are different and work on different time period.
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smbcatalyst
commented on August 26, 2024
Hi,
We request to reopen the ticket and reason is as follows:
Currently, once we reserve the Qty on Sales order, the system will not
allow us to create a Pick List and the system goes directly to Delivery
Note. The system should allow us to create a Pick list when we reserve
stock on sales order.
1. If we are not allowed to create a pick list, how will the team pick
material?
2. If we create a pick list, then it will be difficult to get correct
details on sales order as the Sales order team and Pick list team
(warehouse team) both are different and work on different time periods.
Thanks and Regards,
Prashant Jaybhaye
Delivery Head
Mob. No. 70211 76496
…On Fri, 26 Jul 2024 at 20:32, s-aga-r ***@***.***> wrote:
@smbcatalyst <https://github.com/smbcatalyst> you can reserve the stock
against the pick list instead of a sales order.
doc:
https://docs.erpnext.com/docs/user/manual/en/stock-reservation#3-stock-reservation-from-pick-list
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s-aga-r
commented on August 26, 2024
Stock Reservation and Pick List are doing similar work. Stock Reservation blocks the stock from being used elsewhere, whereas the Pick List allows it.
Why do you want to create both? In case you want the stock to be reserved as per the pick list selection then you should reserve stock against the same instead of reserving it from a sales order.
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smbcatalyst
commented on August 26, 2024
Hi,
For most of the companies, the Order management team and warehouse
management teams are different. If we don't reserve stock on sales order
and wait for the warehouse team to reserve the same which leads to hold
order management till the warehouse team reserves the stock. As without
reservation the system will show wrong stock available to order management
team.
Also, as mentioned in earlier mail, if we reserve stock on sales order, the
system is not allowed to create a pick list and this will not help the
warehouse team to pick the stock from location.
Thanks and Regards,
Prashant Jaybhaye
Delivery Head
Mob. No. 70211 76496
…On Sat, 27 Jul 2024 at 11:04, s-aga-r ***@***.***> wrote:
@smbcatalyst <https://github.com/smbcatalyst>
Stock Reservation and Pick List are doing similar work. Stock Reservation
blocks the stock from being used elsewhere, whereas the Pick List allows it.
Why do you want to create both? In case you want the stock to be reserved
as per the pick list selection then you should reserve stock against the
same instead of reserving it from a sales order.
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s-aga-r
commented on August 26, 2024
Correct me if I am wrong.
You want the behaviour where one (order management team) can reserve the stock (based on qty only) against the Sales Order to ensure the availability and the other (warehouse management team) will create a pick list to exactly pick the serial and batch details.
For a workaround (for now) you can reserve the qty against the sales order. The warehouse management team will unreserve the same and create a pick list with serial and batch details.
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smbcatalyst
commented on August 26, 2024
*You want the behaviour where one (order management team) can reserve the
stock (based on qty only) against the Sales Order to ensure the
availability and the other (warehouse management team) will create a pick
list to exactly pick the serial and batch details. - *Yes
*For a workaround (for now) you can reserve the qty against the sales
order. The warehouse management team will unreserve the same and create a
pick list with serial and batch details. - *We tried the same, it created
confusion when order creation and picklist creation was happening same time.
Thanks and Regards,
Prashant Jaybhaye
Delivery Head
Mob. No. 70211 76496
…On Sat, 27 Jul 2024 at 12:17, s-aga-r ***@***.***> wrote:
@smbcatalyst <https://github.com/smbcatalyst>
Correct me if I am wrong.
You want the behaviour where one (order management team) can reserve the
stock (based on qty only) against the Sales Order to ensure the
availability and the other (warehouse management team) will create a pick
list to exactly pick the serial and batch details.
For a workaround (for now) you can reserve the qty against the sales
order. The warehouse management team will unreserve the same and create a
pick list with serial and batch details.
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s-aga-r
commented on August 26, 2024
- Disable Auto Reserve Serial and Batch from Stock Settings (Stock Reservation tab).
- Add a server script to unreserve the stock reserved against the sales order (if any) on submit of the pick list.
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smbcatalyst
commented on August 26, 2024
Hi,
- *Disable Auto Reserve Serial and Batch from Stock Settings (Stock
Reservation tab).*
- *Add a server script to unreserve the stock reserved against the sales
order (if any) on submit of the pick list.*
- To do this, the system is not allowed to create
a picklist if we reserve the stock against sales order. The whole issue had
come into picture due to this only.
Thanks and Regards,
Prashant Jaybhaye
Delivery Head
Mob. No. 70211 76496
…On Sat, 27 Jul 2024 at 13:55, s-aga-r ***@***.***> wrote:
@smbcatalyst <https://github.com/smbcatalyst>
- Disable Auto Reserve Serial and Batch from Stock Settings (Stock
Reservation tab).
- Add a server script to unreserve the stock reserved against the
sales order (if any) on submit of the pick list.
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