Configuring shipment-based backroom pick

To configure shipment-based backroom pick in Store Inventory Management (SIM)-disabled stores, enable appropriate resource permissions and set up bar code types and rules.

Notes:

Shipment-based backroom pick is supported only in ship nodes where the Store Inventory Configuration option in Applications Manager is set to SIM not enabled or the manageOrganizationHierarchy API is called with a value of 00 for the StoreInvConfig attribute.
Shipment-based backroom pick is supported only for pickup in store and ship from store orders.

Applications Manager

Resource permissions
Enable the following resource permissions for backroom pick by using Applications Manager:
- Backroom pick for pickup in store - ISF000001
- Backroom pick for ship from store - ISF000002
- Pick all - ISF000053
- Manually update quantity while picking - ISF000004
For more information, see Administering user group permissions.
Order modification permissions
During shipment-based backroom picking, in case of any shortage, if you want a note to be added, ADD_NOTES order modification permission must be given at the order line level for appropriate statuses.
Bar code types
Configure the following bar code types for your store by using Applications Manager:
- Item. Used by no-inventory stores. Also used to scan serialized items. To use the Item bar code type, source should be Item.
- HoldLocation. External service. The bar code validation source is YCD_Translate_BarCode_HoldLocation.
  Note: This configuration is not required if staging location scan is not required during backroom pick. If the store is configured as a no-inventory store and if staging location scan is required as part of backroom picking and locations are maintained in an external system, then the Barcode Validation Source must be set as External Source and provide a validation service for this bar code type.
By default, bar code types are provided for the default organization. When you set up a new enterprise, you must create these bar code types again or copy it from the Default organization. For more information, see Configuring bar codes.
For sales orders
In Applications Manager, enable the on_success event of createShipment transaction to change the shipment status to Ready for Backroom pick or Ready for customer pick. Enabling this event will invoke the action that will change the shipment status to Ready for Backroom pick.

You must also add the Change Status Required condition and Change Shipment Status to Backroom Pick alert.
For transfer orders
In Applications Manager, enable the on_success event of createShipment transaction to change the shipment status to Ready for Backroom pick or Ready for customer pick.

You must also add the Change Status Required for TO condition and Change Shipment Status for TO alert.

Sterling Business Center

In Sterling Business Center, under Backroom Pick Rules, select the following options:

Pickup and Shipping - Allows the pickup and shipping orders to move to Ready for Backroom Pick status. It is mandatory to set these options as Y.
Move transfer order shipments to Ready for Backroom Pick status - Allows picking and shipping to be done for transfer orders in store. If this is unchecked then backroom picking is skipped and shipment status is moved to Ready for Packing.
The Staging location required and Staging location translation required options are applicable.