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Releasing Options


Management of the release of picking slips (for Sales order or WIP) to the warehouse is fundamental to the WMS core as it is in this section that much of the warehouse optimization logic is built. Here is where the software selects

  1. which orders to release,
  2. releases them in logical picking waves and
  3. provides all the stock allocation rules to select the most optimal inventory to be picked to ensure that the warehouse is as efficient as it can be.


The following are all ways that new orders, whether Sales Orders, Jobs or Replenishment Orders can be released to the warehouse for picking:

Allocation Rules

Before moving into the different ways to release orders into the warehouse it is important to understand the rules associated with the allocation of stock in the warehouse. DATASCOPE WMS has been built with thirteen very specific stock allocation rules that can be applied. Alternatively a custom rule can be selected and written into the software.

typical simple rule would be as follows. On release or the order take each sales order line and identify is a full pallet should be picked for this line. If so, then allocate the oldest pallet (or most suitably placed pallet or smallest pallet or less than pallet size pallet) and check again. If a second pallet can be allocated then proceed to do this. These pallet would be first taken from a block stack area then from a normal bulk area of the warehouse. Once the order line drops to less than a pallet quantity then start allocating full carton quantities from the break bulk bin locations. Do this from the oldest pallet. Then once the quantity results in less than a carton, allocate from the products dedicated pick face.

The custom rule allows a company to build an amazing amount of logic into the allocation process. This logic can break down to apply different sets of logic to different warehouses order different order types as an example. We can even limit the number of lines to assign to a picking slip but editing this rule. In one of our more complex sites we have one hundred and fifty three levels of logic in the reservation process.

Now that you understand the how allocation rules work we can move on to the releasing of picking slips (as all of the releasing processes make use of allocation rules)

Sales Order release

This PC based review screen allows a controller to select specific sales orders or jobs for review and release. The screen makes use of the advanced Auto Allocation logic which will automatically apply a set of algorithms to determine the most optimal stock to be picked. A number of nice features exist on this screen such as the replace function where a user can simply replace a stock code with an alternative product if the ordered stock items is out of stock . Another features allows the user to manually reserve stock for an order. this is needed in environments such as where a customer requires a product to come from a single lot number or where the warehouse controller specifically wants the stock for this order to come from selected pallets. Comments can also be added to the order. These comments show on various picking and checkout documentation and screens.

Sales Order WAVE release

This wave release screen is used extensively and is based on the above screen but this time the screen first filters all the SYSPRO sales order data to select logical groupings of sales order lines for release. An example of this would be to filter all sales order lines that are due to be released now where the orders are in a specific geographical area and the orders are part of a selected range of routes. The warehouse controller uses these filters to find groupings and then released multiple picking slips at a time for each grouping. This grouping then typically flows through the warehouse in a wave. The program also allows for the grouping of customer orders or master customer orders. Here one can drag up the master customer where the delivery address is the same. All sales order lines for that address are presented as a grouping with a percentage filler rate and total order value. If these groupings are released the software generates a MSN number (Master Shipment Number) and links each picking slip to that MSN. The software then drives this grouping of picking slips to a consolidation at checkout or in the did[patch area depending on the software setup. This allows to optimization of shipping costs.


In businesses with a large trade counter it is important that the new orders are released into the warehouse as soon as possible. In these environments a SYSPRO pick slip releasing pane is installing into core SYSPRO’s sales order maintenance screen. The telesales or trade counter staff simply load the new sales order into SYSPRO and immediately release the picking slip from the DATASCOPE WMS embedded pane in the SYSPRO screen.

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