2. Functional Workshop / Training Part 2 Pick Lists
Session Name: Functional Workshop/Training. Part 2
Session ID #: PBAV211-3
Presented by James Balt
11/09/11
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© Invensys 11/01/11
Invensys proprietary & confidential

3. Invensys Enterprise Control Offerings
Corporate Systems
Platform IT
Corporate
Industry Solutions
Services:
Consulting, Project
Execution,
Learning,
Operational Improvement, Maintenance & Support
Partner Ecosystem
Software Applications
Invensys and Third Party
Collaboration Platform
Integration and
Manufacturing / Production Operations
Automation
Invensys and Third Party
As you heard in the opening sessions, addressing the need to move to Enterprise Control is critical for all organizations today as they look to optimize their business performance.
By way of a quick reminder, at the simplest level, Enterprise Control is achieved by integrating the two major Manufacturing/Production Operations capabilities with your corporate systems and embracing the IT platform that is already in place.
Invensys enables the creation of your Enterprise Control system by providing:
a single integration platform that brings together the two operations components and integrates tightly with your existing IT infrastructure. This platform allows you to align Invensys and non-Invensys offerings
a wide range of leading hardware and software and solution offerings at the automation and production software levels, extended by offerings from our extensive partner ecosystem
proven expertise in designing, implementing and supporting complete Enterprise Control solutions, beginning with consulting services to help you identify the opportunities within your organization and deliver an execution plan
Enterprise Control System

4. Where The Offerings We Will Discuss Fit Within The InFusion Enterprise Control System
Integration & Collaboration
Platform
Enterprise
Integration
Workflow
Open Device
Web Portal
Application
Toolkit
Historian
Third-Party Offerings
Software Applications
Execution
Manufacturing Execution
Systems
Batch
Enterprise Asset Management
Mobile Workforce Management
Performance
Enterprise Manufacturing Intelligence
Performance Measurement
and Reporting
Visualization
Quality
Asset Performance
Optimization
Operator Training
Design
Advanced Process Control
Simulation / Optimization
Control
DCS
PAC
SCADA
HMI
Safety
Safety Instrumented Systems
General Purpose Safety
Turbomachinery Control
Measurement &
Instrumentation
Controllers
Recorders
Automation
Software Applications
In it’s fullest form, an Enterprise Control System brings together a large number of functional capabilities. For the purposes of this presentation, we’ll be focusing on the component that you see highlighted, but it is important to note that all these offerings, both Invensys and 3rd party, can be an element of an Enterprise Control System.

5. Functional Workshop / Training Part 2 Pick Lists
Pick Lists Communicate material requirement needs/timing to stores
Created automatically through:
Catalog request function when work order added to backlog
Pick List Processor
Created manually from:
Work order/task
Entity/Standard parts list
Schedule
Catalog request worksheet .
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Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
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6. Functional Workshop / Training Part 2 Pick Lists
Pick List Processor
Automatically suggests, prints, or issues eligible pick list lines
Pick List processor business policy allows definition of
PL line eligibility by number of days to material requirement
Functions performed by Processor
Processing interval for the Pick List Processor (# of mins)
Processor re-evaluates outstanding PL lines when items received into inventory .
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

7. Functional Workshop / Training Part 2 Pick Lists
Avantis determines inventory classification from which the item should be picked
Based on inventory classification rules
Avantis reorders PL into logical picking sequence
Based on Pick method, Area number, Bin location
Optional grouping of items by storeroom
Based on business policy
Posting of pick list creates issue transaction and updates inventory Balance on Hand
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

8. Functional Workshop / Training Part 2 Pick Lists
Pick list line can be updated without being opened
Charge and delivery information is prompted from one line to the next
Pick list line can be added to an open pick list for the same work order if the pick list has not been:
Modified
Printed
Issued
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

9. Functional Workshop / Training Part 2 Pick Lists
Pick Lists – Multi-site issues
Administering site of pick list summary is defined at creation
If created from a desktop, administering site = session site
If created from a catalog request from a planned work order, administering site = inventory classification’s storeroom’s site
If created from a manually-created catalog request, administering site = site of storeroom on catalog request
Pick list lines must all have same site as the pick list summary
Separate pick lists must be used if storerooms on individual lines are not in the same site
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

10. Functional Workshop / Training Part 2 Pick Lists
Pick Lists – Multi-site issues (Continued)
If the “Items will be picked and issued from a single storeroom” option on pick list summary is selected:
If requestor’s department has a storeroom source list, drop down displays storerooms on source list whose site matches pick list’s administering site
If there is no storeroom source list, drop down list shows storerooms with same site as the pick list administering site and to which the user has authority,
Drop down list is blank if there is no source list or no storerooms with the administering site
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

11. Functional Workshop / Training Part 2 Pick Lists
Picking
Process
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

12. Functional Workshop / Training Part 2 Pick Lists
Printing the Pick List
Printing of the pick list triggers organization of the PO lines into a logical picking sequence
Avantis determines inventory classification and site from which the item should be picked
Classification ranking is defined in Inventory Classification value list
Avantis determines quantity that should be picked
includes only those lines with a “quantity to pick” > 0
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

13. Functional Workshop / Training Part 2 Pick Lists
Picking Sequence
System organizes items into the most logical picking order when:
User selects the Suggest Picking Instructions option
Used for reviewing the pick list without printing it
User prints the Pick List
Picking sequence is organized by storeroom, then by:
1) Ascending pick method
2) Ascending area number
3) Ascending bin location
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

14. Picking scenario Storeroom Layout Picking Order =
1. Pick Method (e.g. hand)
2. Area Number
3. Bin location (Row number + bin number)
All items are hand picked
Area # Location #
2 A6
5 B14
8 C10
8 C12
11 B3
26 G6
31 H12
Start
Area Number
Row Number
Bin Number

15. Functional Workshop / Training Part 2 Pick Lists
Automatic issue of pick list lines
Pick list can be automatically issued if it contains at least one line with a “quantity to issue” > 0
Selection of “Issue as picked” option generates an issue transaction for each line with a quantity > 0
Issue transactions are created, saved and posted
Transactions which cannot be posted are rolled back and an error message displays
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

16. Functional Workshop / Training Part 2 Pick Lists
Manual issue of pick list lines
User can manually issue a pick list line even if the “quantity to issue” = 0
User has the ability to indicate if item is not available for issue
A new issue form can be launched from:
Desktop
Transactions cabinet
Another transaction
Pick list/line
Text slide, with title and body text [from Slide Master]
This slide exists as a Slide Master and all type specifications and graphic elements are fixed. Simply type into the prompt boxes.
The layout is set as a Title Box and Text Box – within the Text Box there are five levels of type:
Level 1 – Body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 2 – Bulleted body text set in Verdana Regular (18pt on 24pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 3 – Bulleted body text (using a horizontal dash) set in Verdana Regular (16pt on 20pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 4 – Bulleted body text set in Verdana Regular (15pt on 18pt linefeed) with ‘0.5 line’ space below each paragraph.
Level 5 – Bulleted body text (using a horizontal dash) set in Verdana Regular (14pt on 17pt linefeed) with ‘0.5 line’ space below each paragraph.
Within standard body text, subheads are set in Verdana Bold at the same size as the body text.
Advancing through the text levels
To advance to each text level from the previous one you can use the ‘Increase Indent’ and ‘Decrease Indent’ buttons on the ‘Formatting’ toolbar in PowerPoint®.
While the text position is fixed, the text box will grow as you enter further content in the slide – therefore, care should be taken to keep within the present text box margins.

17. Functional Workshop / Training Part 2 Pick Lists
Demonstration.
Numbered text slide [from Slide Master]
Numbering can be activated from the button on ‘Formatting’ toolbar in PowerPoint®. The numbering style which you get as a default may not always be the correct format or colour; all numbering should be coloured Green [from the colour palette] and in Verdana Regular.

18. Functional Workshop / Training Part 2 Pick Lists
Questions?
Numbered text slide [from Slide Master]
Numbering can be activated from the button on ‘Formatting’ toolbar in PowerPoint®. The numbering style which you get as a default may not always be the correct format or colour; all numbering should be coloured Green [from the colour palette] and in Verdana Regular.

19. Functional Workshop / Training Part 2 Pick Lists
Session Name: Functional Workshop/Training. Part 2
Session ID #: PBAV211-3
Presented by James Balt
11/09/11
Title slide [from Title Slide master]
The title slide is available as a Title Master and the background and graphic elements are fixed. Text is editable for the slide heading and presentation details but the small compliance text exists in editable form only on the Title Master itself. This type area should be used only for the purposes of compliance text and should not be replaced by other content.
Font, type size and colours are fixed for the Title Master style and should not be modified.
Footer details
Footer detail appear in the bottom-left corner of the slide and appear in fixed positions and order. Editing of the Footer details is done by accessing ‘Header and Footer’ under the ‘View’ menu in PowerPoint®.
© Invensys 11/01/11
Invensys proprietary & confidential