This function makes it possible to transfer picking list lines to an issue invoice. This will also make it possible to link orders to issue documents (The Add to PL button in the sales order) and  check dispatches by order.

The procedure of creating a picking list is as following:

1. Open a new document header

First, enter a customer and select a warehouse for which the Issue through Picking List option has been selected in the Subjects register.

2. Select the Add function on the taskbar of an issue invoice

Click the Add button in the Lines panel. This will display lines from the picking list, which will be filtered in a following way:

• all non-dispatched or partially dispatched picking list lines;
• only for the customer in the document;
• only for lines where the warehouse entered in the document has been selected or where Warehouse field is blank.

The panel for selecting orders is a little bit different when using the picking list. It has only few active options: Re-Read Prices, Re-Read Tax Rates, Re-Read Name, U/M and Origin, Re-Read Weight, Volume, and Packages. (For a more detailed description see Goods | Lines functions | Add | Checkboxes).

Note: By default, only lines that meet the criteria listed above and that have a delivery-by date before or on the packing slip date in the issue document will be selected.

You can also filter picking list lines by an individual item ID (see example in the chapter lines to transfer).

At warehouses for which you’ve selected the Issue through Picking List option in the Subjects register, adding orders is essentially the adding of picking list lines that were created through orders. Of course, it is also possible to manually enter lines in an invoice without adding an order or using the picking list.

If you are issuing goods from a warehouse for which the Issue through Picking List option has not been selected in the Subjects register, the window for adding is slightly different! For a detailed description, see add sales order to issue document.