> For the complete documentation index, see [llms.txt](https://docs.novacura.com/marketplace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.novacura.com/marketplace-documentation/applications/explore-apps/infor-m3/documentation/supply-chain-execution/pick-delivery-classic.md).
# Pick Delivery (Classic)
{% file src="/files/st8tOcobCICnMJEOthJ1" %}
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## Overview
* Support major order types (COs, DOs, MOs, ROs, REPLs)
* Different Search modes (allows a user to choose a way of searching for available Pick Lists and Pick List Lines).
* Search Bulk - gives an overall, high-level searching criteria.
* Search Detail - focuses on already labelled products. Powered by GS1 standard, one might instantly fetch and allocate the Pick List Lines.
* Quantity/Catch Weight/Lot/Container/To Location multi-pick option.
* Pick one or many lines' alternatives at the same time.
* Support for alternative Units of Measure.
* Choose to work with alternative U/M which instantly calculates the quantity into standard U/M based on items' conversion factor from M3.
* Support for Alias Numbers.
* Embedded Calculator function.
* Adds/removes instantly scanned labels that counts quantities, catch weights, lot numbers and containers. You may edit scanned values.
* Embedded List Balance IDs function.
* Provides overview of the stock to pick with respect to total allocatable net quantity (used in soft allocation).
* Allocate and Report.
* Quantity
* Exceed the pick list line planned transaction quantity if necessary
* Lot Numbers
* Catch Weight
* Containers/Inhouse Packages
* From/To Location
* Override hard-allocation.
* Provides an option to reallocate the inventory of an already allocated pick list line.
* Flag Pick List Line.
* Automate screens.
* By-pass report screens to accelerate the reporting steps.
* Preview lines before reporting.
### Used Environment Properties
Used Environment Properties
SELECT SEARCH MODE
* Default Search Mode
SEARCH PICK LIST LINE
* Default Dispatch Type
* Default Warehouse
* Default Location
SEARCH PICK LIST
* Default Warehouse
* Default From Number of Days
* Default To Number of Days
* Default Reference Order Category
* Default Pick List Status
* Default Pick List Line Status
SELECT PICK LIST
* Automate Select Pick List screen
SELECT PICK LIST LINE
* Automate Select Order Line screen
REPORT QUANTITY
* Issue Report Method
* Packing
* Close Line
* Automate Report Quantity screen
REPORT PACKAGE
* Print Label
* Default Package Type
* Automate Report Package screen
REPORT LOCATION
* Default Location
* Automate Report Location screen
REPORT PRINTING
* Default Printer
* Default Number of Labels
* Automate Report Printing screen
CONFIRM
* Automate Confirm screen
## **User Steps**
### Search Mode
{% hint style="info" %}
Use the following choice to define the Search Mode you wish to work with.
{% endhint %}
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#### HEADER/INFO DATA
* N/A
#### INPUT DATA
* Detail/Bulk
#### FUNCTIONALITY
* Tap on **Search Mode** check box to select one.
* [Bulk Mode](#bulk) allows you to identify pick lists and pick lists lines using high-level search criteria.
* [Detail Mode](#detail) allows you to identify pick list lines by scanning the existing barcodes.
* *Blank* is assigned as default.
* Default can be changed in the global properties on user/app level.
* Click **NEXT** button to continue.
* Click **MENU** button to get back to the main menu.
#### Detail
{% hint style="info" %}
Use Detail search to quickly identify Pick List Lines by scanning the barcodes of the products allocated to the released deliveries.
Additional data used for picking, like quantity or catch weight will be remembered and auto-parsed inside the **Report** screens.
That function is a part of [Search Mode](#search-mode) screen.
{% endhint %}
### Search Delivery (Detail)
{% hint style="info" %}
If *propDeliveryType* is set to SHIPMENT, a user needs to select a shipment. If only one delivery is connected to the shipment, user is automatically taken to [**Search Balance ID**](#search-balance-id-detail) screen.
{% endhint %}
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#### INFO/HEADER DATA
* Warehouse
* Pick Location
#### INPUT DATA
* Delivery Numbers
#### FUNCTIONALITY
* Tap on **Delivery Number** in the list to select one.
* List is seggregated based on **MWS420 Picking List. Report** so that only deliveries and their picking lists released for picking are shown.
* *Delivery, Order Number, Consignee's ID and Consignee's Name* are used and can be filtered through.
* Click **CHANGE WAREHOUSE** to select another warehouse.
* Choose the **Warehouse** by selecting one from the drop-down menu.
* List comes from **MMS005 Warehouse. Open**.
* Click **BACK** to get back to **Search Delivery** screen without any change.
* Click **NEXT** to get back to **Search Delivery** screen with a confirmed warehouse change.
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* Click **CHANGE PICK LOCATION** to select another pick location.
* Check [**Select Pick Location**](#search-pick-location-detail) for details.
* Click **BACK** to get back to **Search Mode** screen.
* Click **NEXT** to get to [**Select Pick Location**](#select-pick-location-detail) or [**Search Balance ID**](#search-balance-id-detail) screen (if location is already assigned).
### Select Pick Location (Detail)
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#### INFO/HEADER DATA
* Warehouse
#### INPUT DATA
* Locations
#### FUNCTIONALITY
* Tap on **Location** in the list to select one.
* List comes from **MMS010 Stock Location. Open**.
* Only approved locations (status = 2) are shown.
* *Location IDs* and *Location Names* are used and can be filtered through.
* *Blank* is assigned as default.
* Default can be changed in the global properties on user/app level.
* By assigning the location, user defines the picking location where the to-be-picked products are located. That location will be used in allocation process.
* Click **BACK** to get back to **Search Delivery** screen without any change.
* Click **NEXT** to get to **Search Balance ID** screen with a confirmed pick location change or **Search Delivery** screen if the function was triggered by **CHANGE PICK LOCATION**.
### Search Balance ID (Detail)
{% hint style="info" %}
Scanned/Added Balance IDs to the list not only indicate the pick lists lines but are also preliminarly hard-allocate them. Thus, a user might skip/automate all the later Reporting steps.
You may see all scanned values to be populated inside [**Select Pick List Line**](#select-pick-list-line) and [**Report Quantity / Catch Weight / Lot Number / Container**](#report-quantity-catch-weight-lot-number-container) screens.
{% endhint %}
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#### INFO/HEADER DATA
* Warehouse
* Pick Location
* Delivery Number / Pick List Suffix
#### INPUT DATA
* Multi-Data
#### FUNCTIONALITY
* Scan the **Multi-Data** field to retrive the correct picking list line
* The input field is equipped with embedded translation engine which retrives multiple values used in the later reporting process.
* Refer to [**Managing Multiple Data Capture**](/marketplace-documentation/applications/explore-apps/infor-m3/installation.md#managing-multiple-data-capture) section to understand and configure capturing of the barcoded data.
* When the scanned record refers to more than one hit, the **Searched List** screen pops up. Tap one record to add it to the list.\
Example below depicts a situation where a container number **312345610511086925** has been identified in the scanned string. **YRA0101** has been chosen as Pick Location in the first place, one pick list line of that delivery is soft-allocated and one has the mentioned container hard-allocated. Thus the **Searched List** pops up where the correct pick list line has to be chosen.
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* Click **CHANGE DELIVERY** to add/change *Delivery Number*.
* It gets You back to [**Search Delivery**](#search-delivery-detail) screen.
* Click **BACK** to get back to [**Search Delivery**](#search-delivery-detail) screen.
* Click **NEXT** to get to [**Select Pick List Line**](#select-pick-list-line) screen.
#### Bulk
{% hint style="info" %}
Use Bulk mode to retrive the pick lists and pick lists lines using high-level search criteria. None of the editable input fields are mandatory. It's yet adviseable to use them to narrow down the search result.
That function is a part of [Search Mode](#search-mode) screen.
{% endhint %}
### Search Pick Lists
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#### INFO/HEADER DATA
* Warehouse
#### INPUT DATA
* From/To Date
* Reference Order Category
* Delivery
* Shipment
* Order Number
* Zone
* Route
* Customer
#### FUNCTIONALITY
* Tap on **From Date** and **To Date** to set from and to departure dates.
* *Blanks* are assigned as defaults.
* Defaults can be changed in the global properties on user/app level.
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* Tap on **Reference Order Category** to select one.
* The following can be chosen:
* Customer Orders
* Distribution Orders
* Manufacturing Orders
* Requisition Orders
* Replenishment Orders
* Lines' quantity indicates the number of released pick list lines per order category.
* *Blank* is assigned as default.
* Default can be changed in the global properties on user/app level.
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* Tap on **Delivery** drop-down menu to select one.
* List is seggregated based on **MWS420 Pick List. Report** so that only deliveries released for picking are shown.
* Lines' quantity indicates the number of released pick list lines per Delivery.
* *Delivery Numbers* can be filtered through.
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* Tap on **Shipment** drop-down menu to select one.
* List is seggregated based on **MWS420 Pick List. Report** so that only shipments, which at least one connected delivery is released for picking, are shown.
* Lines' quantity indicates the number of released pick list lines per Shipment.
* *Shipment Numbers* can be filtered through.
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* Tap on **Order** drop-down menu to select one.
* List is seggregated based on **MWS420 Pick List. Report** so that only orders of the deliveries released for picking are shown.
* Abbreviations in parentheses indicate the order types.
* Lines' quantity indicates the number of released pick list lines per Order Number.
* *Order Numbers* and *Order Categories* can be filtered through.
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* Tap on **Zone** drop-down menu to select one.
* List is seggregated based on **MWS420 Pick List. Report** so that only pick lists released against the chosen stock zones are shown.
* Lines' quantity indicates the number of released pick list lines per Stock Zone.
* *Stock Zone IDs* can be filtered through.
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* Tap on **Route** drop-down menu to select one.
* List is seggregated based on **MWS420 Pick List. Report** so that only pick lists assigned to selected routes are shown.
* Lines' quantity indicates the number of released pick list lines per Route.
* *Route IDs* and *Route Names* can be filtered through.
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* Tap on **Customer** drop-down menu to select one.
* List is seggregated based on **MWS420 Pick List. Report** so that only pick lists assigned to selected customers (consignees) are shown.
* Lines' quantity indicates the number of released pick list lines per Customer.
* *Customer IDs* and *Customer Names* can be filtered through.
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* Click **BACK** to get back to [**Search Mode**](#search-mode) screen.
* Click **NEXT** to get to [**Select Pick List**](#select-pick-list) or directly [**Select Pick List Line**](#select-pick-list-line) screen.
* **propAutoPickList** global parameter controls if [**Select Pick List**](#select-pick-list) screen is by-passed.
### Select Pick List
{% hint style="info" %}
Yellow shadow of the row (in grid) or left frame (tile) indicates the pick list has been partly reported (moved or issued).
{% endhint %}
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#### INFO/HEADER DATA
* Departure Date
* Customer ID (Customer Name)
* Order Number (Order Category)
* Delivery Number / Picking List Suffix
* Number of Picking List Lines
#### FUNCTIONALITY
* Select one or many pick lists to fetch the pick list lines.
* If multiple pick lists are selected, all pick list lines belonging to those pick lists will be shown.
* if there's only one pick list line assigned to a pick list, user will be directly taken to [**Report Quantity / Catch Weight / Lot Number / Container**](#report-quantity-catch-weight-lot-number-container) screens.
* If the *Shipment* filter has been used in [**Search Pick Lists**](#search-pick-lists) screen and all pick lists are selected, **DRS100MI** API is used to retrive the pick list lines.
* Click **BACK** to get back to [**Search Pick Lists**](#search-pick-lists) screen.
* Click **NEXT** to proceed to [**Select Pick List Line**](#select-pick-list-line) screen.
### Select Pick List Line
{% hint style="info" %}
If multiple pick list lines are selected, each pick list line will be shown separately in the Reports screen, followed by the remaining ones until all of them are reported.
A Pick List Line is soft-allocated that has no value in Location column and alternatively Lot Number and/or Catch Weight and/or Container columns.
A Pick List Line with partly hard-allocated quantity indicates that only part of the required quantity has been scanned (applicable only via [**Detail Search**](#detail)).
{% endhint %}
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#### INFO/HEADER DATA
* Item Number (Item Name)
* Remaining / Allocated Quantity (Standard Units of Measure)
* Lot Number
* Catch Weight
* Container
* Location
* Order Number / Order Line
* Delivery Number
#### INPUT DATA
* Multi Data
#### FUNCTIONALITY
* Scan the **Multi-Data** field to retrive the correct picking list line
* The input field is equipped with embedded translation engine which retrives multiple values used in the later reporting process.
* Refer to [**Managing Multiple Data Capture**](/marketplace-documentation/applications/explore-apps/infor-m3/installation.md#managing-multiple-data-capture) section to understand and configure capturing of the barcoded data.
* When the scanned record refers to an unique record, the [**Report Quantity / Catch Weight / Lot Number / Container**](#report-quantity-catch-weight-lot-number-container) screen pops up with all identified data. When more than one hit is identified, only identified records remain in the list. Tap on one or more record(s) to proceed with in the reporting step. \
Example below shows a moment where just a lot number **20230621001** has been identified in the scanned string. Since the lot number is shared by 4 Balance IDs, the list is narrowed down to those 4 records.
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* Click **BACK** to get back to [**Search Pick Lists**](#search-pick-lists) screen or [**Search Balance ID**](#search-balance-id-detail) screen (If [**Detail Search**](#detail) has been used).
* Click **NEXT** to proceed to [**Report Quantity / Catch Weight / Lot Number**](#report-quantity-catch-weight-lot-number-container) screens.
### Report Quantity / Catch Weight / Lot Number / Container
{% hint style="info" %}
The choice of Report Quantity / Catch Weight / Lot Number / Container user step variant is done automatically, based on the M3 item characterstics.
The following variants of Report Quantity / Catch Weight / Lot Number / Container user steps are available:
* Report Quantity
* Report Quantity / Lot Number
* Report Quantity / Catch Weight / Lot Number
* Report Quantity / Container
* Report Quantity / Lot Number / Container
* Report Quantity / Catch Weight / Lot Number / Container
Example:\
If an item has the following characteristics:
* Lot-Control (Lot Control Method: 3-In lot master; Lot Numbering Method: 0-Manual entry)
* Container Management activated (Container Management: 7-Container for Package)
The following user step will activate:
* Report Quantity / Lot Number / Container
{% endhint %}
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#### INFO/HEADER DATA
* Order Number / Line
* Delivery Number / Pick List Suffix
* Item Number / Item Name
* Remaining Quantity / Total Available Quantity
* Allocated Balance IDs
#### INPUT DATA
* Close Line
* Location
* Lot Number
* Container
* Catch Weight
* Unit of Measure
* Quantity
#### FUNCTIONALITY
* Tap on **Close Line** tickbox to flag complete the line after the report.
* 0 is assigned as default.
* Default can be changed in the global properties on user/app level.
* Type in/scan the **Location** value.
* Balance ID's Location will be prompted when pick list line is hard-allocated.
* It's possible to override that value with another one(s) which derive(s) from allocatable Balance ID(s) as long as the replacing total quantity does not exceed the original requested/remaining quantity of the line.
* *Blank* will be prompted when pick list line is soft-allocated.
* \*MULTI value will be prompted in the following conditions:
* If more than one Balance ID's Location will be selected using the **List** or **Calculator** function.
* If Detail Search is used and more than one pick location is used for the same pick list line.
* *Blank* is assigned as default.
* Default can be changed in the global properties on user/app level. Hard-allocated line will override the value from the global property.
* Type in/scan the **Lot Number** value.
* Balance ID's Lot Number will be prompted when pick list line is hard-allocated.
* It's possible to override that value with another one(s) which derive(s) from allocatable Balance ID(s) as long as the replacing total quantity does not exceed the original requested/remaining quantity of the line.
* *Blank* will be prompted when pick list line is soft-allocated.
* \*MULTI value will be prompted in the following conditions:
* If more than one Balance ID's Lot Number will be selected using the **List** or **Calculator** function.
* If Detail Search is used and more than one Lot Number is used for the same pick list line.
* Type in/scan the **Container** value.
* Balance ID's Container will be prompted when pick list line is hard-allocated.
* It's possible to override that value with another one(s) which derive(s) from allocatable Balance ID(s) as long as the replacing total quantity does not exceed the original requested/remaining quantity of the line.
* Blank will be prompted when pick list line is soft-allocated.
* \*MULTI value will be prompted in the following conditions:
* If more than one Balance ID's Container will be selected using the **List** or **Calculator** function.
* If Detail Search is used and more than one Container is used for the same pick list line.
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* Type in/scan the numeric **Catch Weight** value.
* Select **Unit of Measure** from the drop-down menu.
* The unit of measure comes from **MMS001 Item. Open** is assigned as default.
* Alternative units of measure comes from **MMS015 Item. Connect Alternative U/M.**
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* Type in/scan the numeric **Quantity** value.
* If typed-in quantity exceeds the order's remaining quantity, the application brings a warning message.
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* Click **LIST** to browse available Balance IDs.
* Tap to select Balance ID that should be allocated to the pick list line.
* List is filtered by location. If there's no location given, all available and approved Balance IDs with allocatable quantities are displayed.
* More than one Balance ID can be chosen.
* Selected Balance ID(s) display the confirmed quantity (and alternatively Catch Weight) after / sign. This occurs when:
* The Pick List Line has been hard-allocated.
* The Pick List Line has been searched via Detail Mode.
* A user has selected Balance ID(s) and confirmed quantities by pressing **NEXT**.
* Scan the mutli-data barcode inside the **Search Balance ID** field to auto-select a Balance ID.
* Refer to [**Managing Multiple Data Capture**](/marketplace-documentation/applications/explore-apps/infor-m3/installation.md#managing-multiple-data-capture) section to understand and configure capturing of the barcoded data.
* If no match is found, the application brings a warning message.
* Click **CHANGE LOCATION** to change the existing pick location.
* Tap on a location to be selected.
* Quantity under location ID indicates the allocatbale amount.
* Click **NEXT** to assign the selected location.
* Click **BACK** to get back to Edit screen without any changes being saved.
* Click **EDIT** to edit quantitive data of selected Balance ID(s).
* Add new Quantity and/or Catch Weight inside yellow columns
* Click **BACK** to get back to Report screen without any changes being saved
* Click **NEXT** to get back to Report screen with applied selections.
* Click **BACK** to get back to Report screen without any changes being saved
* Click **NEXT** to get back to Report screen with applied selections.
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* Click **CALCULATOR** to trigger calculator function.
* Scan value into *Add* field to capture multi-data barcode.
* Multi-Data value will be added instantly.
* TOTAL record summarizes all the quantitative data.
* If location is empty, the add/search will be done against all available and allocatable Balance IDs. If the same Balance ID exists in more than one location, **Select Balance ID** screen will pop-up where user has to choose one.
* Refer to [**Managing Multiple Data Capture**](/marketplace-documentation/applications/explore-apps/infor-m3/installation.md#managing-multiple-data-capture) section to understand and configure capturing of the barcoded data.
* The input field is equipped with embedded translation engine which retrives multiple values used in the reporting process.
* Click **EDIT** to edit quantitive data of scanned items.
* Select the record(s) you would wish to remove and click **DELETE ROW**.
* Add a new row by clicking **ADD ROW**.
* Add new Quantity and/or Catch Weight inside yellow columns.
* Click **BACK** to get back to Calculator screen without any changes being saved.
* Click **NEXT** to get back to Calculator screen with applied changes.
* Click **CHANGE LOCATION** to change the existing pick location.
* Tap on a location to be selected.
* Click **NEXT** to assign the selected location.
* Click **BACK** to get back to Edit screen without any changes being saved.
* Click **BACK** to get back to Report screen without any changes being saved
* Click **NEXT** to get back to Report screen with applied calculations.
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* Click **BACK** to get back to previous step.
* Click **NEXT** to get to [**Report Location**](#report-location) screen.
### Pack Pick List Line
{% hint style="info" %}
Pack Pisk List Line screen is activated only when a delivery, to which the allocated line belongs, has activated advanced processing of packing in M3. Additionally, a *propEnablePacking* must be set to TRUE or 1.
{% endhint %}
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#### INFO/HEADER DATA
* Delivery Number / Pick List Suffix
* Order Number / Line
* Item Number / Item Name
#### INPUT DATA
* Package Print
* Allocated Balance IDs
* Packages
* Package Type
* Package Number
#### FUNCTIONALITY
* Tap on **Package Print** tickbox to trigger the printing option after the line is packaged.
* Transport Label (MWS485PF) will be printed as an output.
* *Blank* is assigned as default.
* Default can be changed in the global properties on user/app level.
* Tap on (a) record(s) from **Allocated Balance IDs** grid to adjust the quantity to be packed in a package.
* If no record(s) is/are changed and **NEXT** is pressed, all the content of the grid will be packaged into one package.
* Tap on (a) record(s) from **Packages** grid to add the selected Balance ID(s) into a package.
* Packages in the grid come from **MWS423 Delivery. Connect Packages**.
* If an existing package has been selected, there's no need to fill in **Package Type** nor **Package Number**.
* Tap on **Package Type** drop-down menu to select one.
* The package types come from **MMS050 Packaging. Open**
* *Blank* is assigned as default.
* Defaults can be changed in the global properties on user/app level.
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* Type in/scan the **Package Number** value.
* If no value is inserted and no existing package(s) is selected, M3 logic will be used for a package number.
* Click **NEXT** to get to [**Report Location**](#report-location) screen.
* Click **BACK** to return to [**Pack Pick List Line**](#pack-pick-list-line) screen.
### Report Location
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#### INFO/HEADER DATA
* Order Number / Line
* Delivery Number
* Item Number / Item Name
* Remaining Quantity / Allocated Quantity
* Allocated Balance IDs
#### INPUT DATA
* To Location
#### FUNCTIONALITY
* Type in/scan the **To Location** value.
* *Blank* is assigned as default.
* Default can be changed in the global properties on user/app level.
* Click **BACK** to get back to **Report** screen.
* Click **NEXT** to report the pick list line.
* The application comes back with approve message that the pick list line has been picked (optionally packed and printed).
* If there are more lines to report, You are redirected to the [**Select Pick List Line**](#select-pick-list-line) screen to continue reporting the remaining quantity of the reported line and/or new lines. Otherwise, you are directed to the Main Menu.
* If you have an activated *propConfirmYoN* property, you might preview the formed Pick List Lines in the **Confirm** user step that will be used for pick reporting.
### Confirm
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#### INFO/HEADER DATA
* Lines to be picked
#### FUNCTIONALITY
* Click **BACK** to get back to a previous applicable screen.
* Click **SAVE** to run a selected transaction.
* The application comes back with approve message that the pick list line has been picked (and optionally packed).
* If there are more lines to report, You are redirected to the [**Select Pick List Line**](#select-pick-list-line) screen to continue reporting the remaining quantity of the reported line and/or new lines. Otherwise, you are directed to the Main Menu.
* If Printing function for packages has been activated, You are redirected to the [**Report Printing**](#report-printing) screen.
### Report Printing
#### INFO/HEADER DATA
* Packages
#### INPUT DATA
* Printer
* Number of Labels
#### FUNCTIONALITY
* Tap on **Printer** drop-down box to select one.
* The printers come from **CRS290 Printer. Open**.
* *Blank* is assigned as default.
* Defaults can be changed in the global properties on user/app level.
* *Printer ID* and *Printer Name* can be filtered through.
* Type in/scan **Number of Labels** value.
* *Blank* is assigned as default.
* Defaults can be changed in the global properties on user/app level.
* Click **BACK** to get back to the main menu without printing.
* Click **NEXT** to print the label.
* The application comes back with approve message that the package has been printed.
* If there are more lines to report, You are redirected to the [**Select Pick List Line**](#select-pick-list-line) screen to continue reporting the remaining quantity of the reported line and/or new lines. Otherwise, you are directed to the Main Menu.
---
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