Activate Order Picking in Your Ledger

To set up order picking on your ledger, ensure that you are logged in to Merchanter/UT400 with a user account holding a "Prime" role or you will not have the required permissions to complete the next steps.

Once logged in, locate the "Settings" button on the menu at the top right.

From the system settings screen go to Organisation Settings – Financial Ledger Settings

Select the correct ledger and click edit.

A new window will open. 
On the top menu click r Options.
Then on the menu below select the Orders tab.

Scroll down to the Order Workflow section.

Tick “Use picking substatuses”, this will present more options, “Use picking status for delivered orders” and “Use picking status for collected orders”

By implementing the new sub-statuses, you can enhance flexibility in managing both delivered and collected orders, accommodating diverse business processes for each order type.

The “Pick delivered orders days before supply” field and the “Pick collected orders days before supply” field allows you to set picking dates in advance of the delivery date. 

For example, based on the settings on the screen above, a delivered order placed on the 20^th would show for picking on the 18^th and a collected order would show for picking on the 19^th 

If you do not want to set advanced picking dates leave 0 in the box. 
Do not leave the field blank or empty or you will get an error when inputting an order.

Once all your changes are made scroll to the bottom and click the Save button

Video Guide

Advanced Order Picking Overview