Viewing, Updating, or Deleting Pick Tasks
On the NetSuite WMS user interface, you can update pick tasks to reflect updates to a released order or item. You can also troubleshoot pick task failures that might occur during the release of orders or fulfillment creation.
NetSuite recommends using the mobile device to record picking details, such as picked quantity, inventory details, and staging bin. Updates by a picker through the mobile device reflect on associated pick task subrecords. For more information, see Picking Orders.
Access single or multiple pick tasks by doing either of the following:
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To open a single pick task subrecord, go to Transactions > Inventory > View Pick Tasks. From the list of pick tasks, click Edit for the record you want to update. Alternatively, from a wave, go to the Pick Tasks subtab, and then click the pick task number.
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To view pick task lines, you can create a pick task saved search by going to Lists > Search > Saved Searches > New. For your new search, make sure that you select the Pick Task saved search type. By default, it shows basic pick task details and status, including failure reasons and messages.
Pick tasks include the following actions that may affect order picking:
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Match – Click this option at the header to retrieve the latest updates to orders or items associated with the pick task. Changes to data appear in the appropriate fields on the pick task page.
Pick tasks with order or item changes affect the recommended bin sorting and selection. For example, you release an order for an item with no bin, and then switch the item to use bins before picking has started. When you update the pick task to reflect the new item setting, NetSuite WMS sorts the bins and displays the recommended bin. For more information about recommended bins, see Recommended Bin Sorting or Updating Recommended Bin or Pick Strategy Matching.
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Retry Updates – Based on the Allow Retry setting of a pick task line, you can click this option at the header to retry creating or updating fulfillment records that have failed initially. If set to No, you cannot retry the process because of errors, such as missing transactions or orders that might have been fulfilled outside of the wave.
Before you retry, view the issue details in the Failure Reason column for the pick task lines. You must address any issues by reviewing the associated order transaction or item record and updating it accordingly. After completing your updates, make sure you refresh your browser, and then click Retry Updates.
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Override Fulfillment Creation – In edit mode, you can check this box for a failed pick task if you want to fulfill the picked items outside of the wave.
Note:If you select this option, you cannot retry fulfillment creation from the pick task subrecord. Also, you cannot revert or clear the Override Fulfillment Creation box anymore.
It does not transfer items back to their originating bins. You can fulfill items directly from their associated order transactions or through bulk fulfillment. For more information about these fulfillment options, see Fulfilling Orders. For information about failed fulfillments, see Viewing and Handling Fulfillment Generation Failures.
If you select this option for a failed pick task line of a kit/package item’s component, you must do the same for the failed pick task lines of its other components.
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Delete – You can click this option from the Actions list to delete a pick task.
In edit mode, you can delete an entire pick task subrecord in Pending or Ready status. When you delete pick tasks from a wave and you want to release the disassociated line items in a new wave, you must also delete the existing wave. See Deleting Waves.
Important:Be aware that when you delete the pick task subrecord for a kit component, you cannot fulfill the associated order for the entire kit or package. A released order for a kit/package item with missing components cannot be fulfilled.
You cannot delete failed pick tasks, but you can retry processing the fulfillment records. For staged and completed pick tasks, you can reverse the line items, and then release these lines in a new wave. For more information, see Pick Task Reversal.