Pick Review & Posting — Tips

Pick Review & Posting — Tips & Tricks

What this screen is for. Review picked material and post it, moving inventory out and onto the job in QuickBooks.

What you do here

• Open the Pending tab and review each row's RO #, Job/BOM, Lines and Ext. cost.
• Click the RO # to expand lines and check SKU, quantity required vs picked.
• Reload the list if a red bar appears showing a picker changed something.
• Fix a wrong quantity by typing the corrected number on a line before posting.
• Set the class on the pick if a post error shows no class was found.
• Tick the rows to post (or leave defaults) and click Post selected, or use post on a single row.
• Confirm the post when prompted.
• Use Discard or Discard selected to void a pick without posting it.
• Check the Posted tab for document numbers once a session posts successfully.

Watch out

• Ext. cost is not net — returns add to the total instead of subtracting, so don't read it as a net dollar effect.
• Entering 0 on this screen removes the line from the pick, it does not drop the requirement — that needs a zero-drop on the pick screen.
• A post error pill means QuickBooks refused it; fix the cause before reposting or it will fail again.
• Discarding never frees material — only posting actually moves stock; discarding several at once is all-or-nothing.