How to split a SyteLine pick list across locations or lots
syteline pick list splitting
Also searched as
- SyteLine split pick list across locations
- SyteLine pick from multiple lots
- SyteLine partial pick list shipment
Short answer
When one order line needs stock from more than one location or lot, you split the pick: the pick list carries multiple lines, each with its own location and lot and quantity, and the shipment then relieves each separately. The order line is fulfilled when the total picked and shipped equals the quantity. Form names differ slightly by release, so use the mechanism below as a guide.
Applies to: SyteLine 9.x and CloudSuite Industrial 10.x, lot-tracked and location-controlled items
Split a pick across locations or lots
- 1Release the customer order line and confirm available quantity by location and lot for the item.
- 2Generate the pick list for the order (using the pick list generation function) and review the suggested location and lot.
- 3If the suggestion cannot cover the quantity, edit the pick so the full line quantity is spread across several location and lot rows.
- 4Ensure the sum of the split quantities equals the required quantity, or intentionally less if shipping partially.
- 5Confirm the pick (pick list confirmation) so the system records which stock was selected.
- 6Ship the order. The shipment draws the quantity from each location and lot you picked.
- 7Verify the order line shows the shipped quantity, any remaining backorder, and that on-hand dropped in the correct locations.
What a split actually changes
A split does not create several order lines. It creates several pick or shipment detail rows against the same order line, each tied to a location and lot. The customer sees one line shipped for the total quantity, while inventory records show separate relief from each location.
For lot-tracked items this matters for traceability: the shipment record then shows exactly which lots left, which is what you need for a recall or a customer certificate of conformance.
Partial picks and backorders
If total stock is short, pick what exists and ship the partial quantity. The remainder stays open as backorder, according to your order and customer settings. Do not force the full quantity by moving stock informally, because the cost and traceability will be wrong.
Where stock sits in a non-nettable location (such as quarantine), the pick will not suggest it. Move it properly through an inventory transfer first if it is truly releasable.
Checks before shipping
Confirm that the item's lot and location controls match what you picked, that lots are not expired or on hold, and that reserved quantities for other orders are not being stolen. Run a quick on-hand by location report before and after for a sample order.
In a warehouse using handhelds or an external WMS, make sure the split is recorded once, not both in the WMS and in SyteLine, or inventory will double-relieve.
Try it here, free
Dual Source Split Award Cost and Risk Calculator
Test whether splitting volume with a second supplier pays for itself once price premium, qualification cost and expected disruption losses are counted.
Common pitfalls
- !Splitting quantities that do not add up to the order line quantity.
- !Picking from a lot on hold or expired because it was not filtered out.
- !Overriding the location without moving the stock, so the book location is wrong.
- !Double-recording the pick in a handheld system and in the SyteLine form.
- !Forcing a full ship from unavailable stock instead of backordering.
How an ERP-grounded AI assistant handles this
A grounded assistant over SyteLine (ERPray or SyteRay) can answer the planning questions behind a split: which locations and lots hold stock for this item, which are reserved or on hold, and which lot combination covers the line with the earliest expiry first. It surfaces the data and the query; the pick itself stays an operator action.
Frequently asked questions
Can one SyteLine order line be shipped from several lots?
Yes. The shipment can have multiple detail rows with different lots and locations against the same order line. The line shows the total shipped, while inventory and traceability records keep each lot separate.
What happens if I pick less than the order quantity?
You ship the partial quantity and the remainder stays open as backorder per your settings. Do not edit quantities to hide the shortage, because planning relies on the open demand.
Why does the pick list not suggest a certain location?
The location may be non-nettable, the stock reserved, the lot on hold or expired, or the item restricted by a warehouse setting. Check the location and lot attributes before overriding.
Does splitting a pick change inventory cost?
Relief follows your costing method, so with standard costing the cost per unit is the same, while with lot or average costing the cost can differ by lot. Check your item costing settings before relying on a specific lot.
Related
How to Ship a Customer Order in SyteLine (Partial and Backorder)
Shipping in SyteLine records the quantity leaving each customer order line, relieves inventory and creates the shipment that invoicing later bills. Enter a smaller quantity than ordered for a partial ship, and the rest stays open as a backorder on the line. Shipment, not the order, drives the invoice.
How-toHow to Set Up Lot and Serial Number Tracking in SyteLine
Lot and serial tracking is turned on per item on the Items form, with a tracking type of None, Lot, or Serial. Once enabled, every receipt, job move, and shipment transaction for that item prompts for a lot or serial number assignment, and SyteLine keeps a full genealogy you can trace forward to customer shipments or backward to the receiving vendor.
How-toHow to Run a Cycle Count in SyteLine
Cycle counting in SyteLine runs through Inventory > Cycle Count: generate a count list by ABC class or location, print or enter tags, key the counted quantities into Cycle Count Entry, then review the variance report before posting the count to update on-hand quantity.
How-toSyteLine Customer Order to Invoice: Step by Step
A SyteLine customer order flows from Order Entry through pick, pack, and Customer Shipment, then to invoicing, either through the Auto Invoice batch utility or manual Invoice Entry, posting revenue and relieving inventory once the shipment is confirmed.
Error fixFixing SyteLine's 'Object reference not set to an instance of an object' error
This is a generic .NET NullReferenceException surfacing through the SyteLine IDO Runtime, not a SyteLine-specific error code. It almost always means a form, script or IDO method referenced a field, row or object that came back null, usually after a customization, a missing related record, or a view/IDO method call before the form finished loading. Turn on detailed client logging and check the most recent customization or form event first.
Error fixDiagnosing and fixing SyteLine session timeout errors
SyteLine session timeouts come from one of three independent layers: the IDO Data Service session timeout on the app server, the IIS/application pool idle timeout for the web (Mongoose Web) client, or a load balancer/proxy idle timeout in front of a CloudSuite hosted environment. Fixing the wrong layer is the most common mistake - you need to identify which layer is actually expiring the session before changing anything.
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Free tools
- Dual Source Split Award Cost and Risk CalculatorTest whether splitting volume with a second supplier pays for itself once price premium, qualification cost and expected disruption losses are counted.
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ERP fixes and how-tos
- How to Ship a Customer Order in SyteLine (Partial and Backorder)Ship customer order lines in SyteLine: picks, partial quantities, backorders, packing slips and what must be true before the invoice can be created.
- SyteLine Customer Order to Invoice: Step by StepWalk a SyteLine customer order from entry through shipment to invoice: pick and pack, confirm the shipment, then run Auto Invoice or enter it manually.
- How to Set Up Lot and Serial Number Tracking in SyteLineTurn on lot or serial tracking for a SyteLine item, set the numbering mask, and assign lot/serial numbers correctly on receipts, job moves, and shipments.
Runs with your ERP
- UPS WorldShip and FedEx Ship Manager with Infor SyteLine: native parcel integrationHow the native Infor SyteLine integration passes Pick, Pack and Ship data to UPS WorldShip or FedEx Ship Manager and writes tracking and freight back.
- SyteLine Shipping and Logistics with Pacejet: pick, pack, ship and rate shopHow Single Source Systems' SyteLine Shipping and Logistics and Pacejet handle pick, pack, ship and parcel or LTL rate shopping for SyteLine manufacturers.
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Guides
- How to Configure Warehouse Locations in Infor SyteLineStep-by-step guide to configuring warehouse locations in Infor SyteLine. Set up warehouses, location types, bin structures, and inventory zones for accurate stock tracking.
- SyteLine Pick Pack Ship Configuration GuideConfigure the pick, pack, and ship workflow in Infor SyteLine including wave planning, packing stations, shipping integration, and BOL document generation.
- How to Configure Lot Tracking in SyteLineStep-by-step guide to setting up lot tracking in Infor SyteLine CloudSuite Industrial, including lot number generation, expiration dates, and FIFO enforcement.
AI on your ERP
- On-Prem AI for CloudSuite Industrial, Without the Multi-Tenant Cloud MoveAdd generative AI to CloudSuite Industrial without moving to Infor's multi-tenant cloud. On-prem private LLM options for CSI, with governance and audit built in.
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