DELETE-Allocate PS

Allocate Pack Slip – A summary of the activity

This activity allows you to search and select pack slip for allocating or deallocating its details. Based on the pack slip number selected, the pack slip details are retrieved and displayed. You can specify the method in which the allocation of items is to be made. Allocation of the pack slip details can be done manually or by the system. You can also issue the allocated items in the pack slip. You can also view the credit status of the customer to whom the items are to be dispatched.

This activity also allows you to enter the allocation details. You can also specify the serial number details for a particular allocation line number. This activity also allows you to enter the shipping details for the pack slip, the stock availability in the warehouse, accounting details for the selected pack slip. You can also view the attribute details for a selected pack slip, allotment details and serial number details pertaining to the model/kit.

Getting familiar with the pages inside

Go to page…	For…
Select Pack Slip	Selecting Pack Slip.
Allocate / Deallocate Pack Slip	Allocating Pack Slip.
Allocation Details	Allocating the Items specified in the Pack Slip.
Item Serial No. Details	Specifying Serial Number Details of the Item.
Ship Pack Slip	Shipping Pack Slip.
Shipment Lot Details	Specifying Lot Details.
Shipment Serial No. Details	Specifying Serial Number Details.
Item Attribute Details	Specifying Item Attribute Details.
Warehouse Stock Information	Specifying Stock Information in the Warehouse.
Accounting Information	Specifying Accounting Information details.
View Serial Nos	Viewing Serial Number Details.
Attribute Based Lot Stock Information	Specifying Attribute Based Lot Stock Information.
Attribute Based Serial Stock Information	Specifying Attribute Based Serial Stock Information
View Item – Main Information	Viewing Item Information.
View Item – Basic Information	Viewing Basic Information.
View Item –Sales Information	Viewing Sales Information.
View Item–UOM Conversion Information	View Conversion Information for Unit Of Measurement.
View UN/SPSC Information	Viewing UN/SPSC Information.
View Item–Planning Information	Viewing Planning Information.
View Item–Purchase Information	Viewing Purchase Information.
View Kit	Viewing Kit Details.
View Item–Accounting Information	Viewing Accounting Information.
View Item–Manufacturing Information	Viewing Manufacturing Information.
Attach Notes	Viewing Notes.
Pack Slip Allocation Details	Specifying Lot Details for Models/ Kits.
Serial No. Details (Models/Kits)	Specifying Serial Number Details for Models/Kits.

Select Pack Slip

This page allows you to carry out a search process for selecting the pack slip number. Tell me more.

Select the “Allocate Pack Slip” link under the “Pack Slip” business component.

The “Select Pack Slip” page appears.

Enter the following field, if you are aware of the number identifying the pack slip that you want to allocate:

Pack Slip No.

The number identifying the pack slip (Alphanumeric, 18).

Select the “Allocate Pack Slip” link at the top of the page to allocate the quantity specified in the pack slip.
Enter the following details in the “Search Criteria” group box to search for the pack slip that you want to allocate. Data-entry in the following fields is optional.

Pack Slip No. From	The starting number in the range of pack slip numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the pack slip numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the pack slips starting from the first pack slip number till the pack slip number specified in the “To” field.
Pack Slip No. To	The ending number in the range of pack slip numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the pack slip numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Pack Slip No From” field.
Order From Customer	The code identifying the customer who has placed the sales or stock transfer order or consig. sales order or COD sales order or sales return (Alphanumeric, 18).
Pack Slip Date From	The starting date in the range of dates from which the pack slip details must be retrieved (Date Format). The value entered in this field must be less than or equal to the system date. The system date is displayed by default on launch of the page.
Pack Slip Date To	The ending date in the range of dates from which the pack slip details must be retrieved (Date Format). The value entered in this field must be greater than or equal to the value entered in the “Pack Slip Date From” field.
Pack Slip For	Use the drop-down list box to select the reference document type for the pack slip. You can select from “Sales Order”, “Consig. Sales Order”, “COD-Sales Order”, “Stock Transfer Order”, “MTL. Lost In Transit”, “Sales Return”, “Cust MTL Request” or “All”.
Ship To Customer / Receiving Point	The point at which the goods specified in a sales or stock transfer order or consig. sales order or COD sales order or sales return is received (Alphanumeric, 18).
Ship To Id. / Site Id.	The address of the location at which the goods must be delivered (Alphanumeric, 18).
Bill To Customer	The code identifying the customer to whom invoices are to be sent (Alphanumeric, 18).
To Ship Date From	The starting date in the range of dates on which the finished goods are to be shipped from the shipping point to the delivery area (Date Format). The value entered in this field must be less than or equal to the system date. The system date is displayed by default on launch of the page.
To Ship Date To	The ending date in the range of dates on which the finished goods are to be shipped from the shipping point to the delivery area (Date Format). The value entered in this field must be greater than or equal to the value entered in the “To-Ship Date From” field.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Pack Slip No.	The number identifying the pack slip.
Pack Slip Date	The date on which the pack slip was created.
Ship To Customer / Receiving Point	The point at which the goods specified in a sales/stock transfer order/ consig. sales order/COD sales order/sales return is received.
Ship To Name	The name of the customer to whom the goods are to be dispatched.
Ship To Id. / Site Id.	The address of the location at which the goods must be delivered.
Delivery Area	The code identifying the delivery area.
Shipment Mode	The mode of shipment in which the goods are to be dispatched.
Carrier Code	The code identifying the carrier through which the items must be dispatched.

Check the box in the “Select” column of the multiline to select the pack slip number for which the allocation is to be done.

To proceed, carry out the following

Select the “Allocate Pack Slip” link at bottom of the page to allocate the quantity specified in the pack slip.

Select Pack Slip – An overview

This page allows you to carry out a search process to select the pack slip for allocating or deallocating its details. If the pack slip number is known it can be entered or else you can specify a range for the pack slip number or date. You can also search by specifying the type of reference document, ship to or bill to customer code, shipping id or by specifying a range for the to-ship date. Based on the search criteria specified, the results are retrieved and populated in the multiline. You can select the pack slip number from the multiline for which allocation details are to be specified. Pack slips that are in “Open”, “Partially Allocated” or “Allocated” will be retrieved for allocation or deallocation.

Allocate / Deallocate Pack Slip

This activity allows you to specify allocation details for the selected pack slip number. Tell me more.

Select the “Allocate Pack Slip” link at the bottom of “Select Pack Slip” page.

The “Allocate / Dellocate Pack Slip” page appears.

The system retrieves and displays the following pack slip details:

Pack Slip For	The reference document type based on which the pack slip was created.
Status	The status of the pack slip. It can be “Open”, “Allocated” or “Partially Allocated”.
Pack Slip No.	The number identifying the pack slip.
Pack Slip Date	The date on which the pack slip was created.

The system displays the following details in the “Customer Information” group box:

Ship To Customer / Receiving Point	The point at which the goods specified in a sales or stock transfer order or consig. sales order or COD sales order or sales return is received.
Ship To Name	The name of the customer to whom the goods are to be dispatched.
Delivery Area	The code identifying the delivery area.
Ship To Id. / Site Id.	The address of the location at which the goods must be delivered.
Shipment Mode	The mode of shipment in which the goods are to be dispatched.
Carrier Code	The code identifying the carrier through which the items must be dispatched.
Packing Required	Indicates if packing for items included in the pack slip is required or not. It can be either “Yes” or “No”.

The system displays the following field details in the “Item Details” multiline:

Order No.	The number identifying the sales or stock transfer order or consig. sales order or COD sales order or sales return.
Bill To Customer	The code identifying the customer to whom invoices are to be sent.
Item Type	The type of item. It can be “Item”, “Model”, “Kit”, “Service” or “Capital”.
Item Code	The code identifying the item.
Variant Code	The code identifying the item variant.
Pack UOM	The unit of measurement of the item in the pack slip.
Warehouse Code	The code identifying the warehouse from which the goods must be dispatched.
Pack Slip Qty.	The quantity of item specified in the pack slip.
Allocable Qty.	The quantity that is available in the warehouse, which is allocable. This is the maximum qty that can be allocated. The system retrieves the allocable quantity for each line in the pack slip from the “Stock Maintenance” business component.

Enter the following field in the “Item Details” multiline:

Allocation Method

Use the drop-down list box to select the method in which the items specified in the pack slip are allocated in the warehouse Mandatory. The values are populated from the “Allocation” business component. You can select from “LIFO”, “FIFO”, “Maximum Zone/Bin”, “Minimum Zone/Bin”, “Expiry Date”, “Lot for Lot” or “Manual”.

Note: If the item type is “Model” and if the item and variant is “Model” and configuration then the system populates “Null” to the drop-down list box.

Pack Slip Allocated Qty.

The quantity of item that can be allocated for dispatch from the pack slip quantity (Integer). The system displays the value of the “Pack Slip Quantity” by default on launch of the page. It also checks if this quantity is less than pack slip quantity.

The system displays the following detail in the “Item Details” multiline:

Pack Slip Issued Qty.

The quantity of item that is issued from the pack slip quantity.

Enter the following field in the “Item Details” multiline:

Issued To

Use the drop-down list box to select the location to which the goods are issued to. For example: The Packing Bay, The Shipping gate 1. The values are populated from the “Category” business component.

The system displays the following detail in the “Item Details” multiline:

To Ship Qty.	The balance quantity that is available for shipping. The To-Ship quantity is calculated as a difference of order qty, shipped qty, pack slip qty, issued qty, pick order qty and bill and hold qty.
Attribute Based Allocation	To indicate if attribute based allocation of the item specified in the pack slip is allowed or not. It can be either “Yes” or “No”.
Item Variant Desc.	The description of the item variant.
Order Line No.	The line item number in the order.
Schedule No.	The number identifying the schedule.
Line Status	The status of the line to indicate if the pack slip quantity is to be allocated or not. The system displays “Unallocated” by default on launch of the page.
Credit Status	The status of the bill to customer for whom the pack slip is raised. Based on the credit status, the issue of materials can be stopped for a particular line.

Note: The system displays an error message if the credit status of any line is “Held”.

Check the box in the “Select” column of the multiline to select the order number for specifying the allocation details.
Click the “Allocate Pack Slip” pushbutton to allocate the details of the selected pack slip.

The system checks if the pack slip status is “Open” or “Partially Allocated” or “Allocated”.

The system first checks if the pack slip allocation quantity is available in the respective warehouse. If available then the allocation is done based on the method specified for each line. If the allocation method selected is “Manual” then no allocation is done and the status is displays as “Partially Allocated” and for all the other lines the status is displayed as “Unallocated”.

If the allocation method selected is “Manual” then the system checks if the pack slip allocated quantity for that line is available as stock in the warehouse.

The system throws an error message if the “Attribute Based Allocation” is set to “No”.

Click the “Issue Pack Slip” pushbutton to issue the selected pack slip.

The system checks if the status of the document is “Allocated”.

The system updates the pack slip issued quantity with pack slip allocated quantity.

If the reference document type is “Sales Order” or “Material Lost In Transit” for Normal Sale Order and “Sales Return” then the sales issue is done from the “Stock Issue” business component.

If the reference document type is “Stock Transfer Order” or “Consignment Sale Order” or “Material Lost In Transit” for Consignment Sale Order then the stock transfer issue is done from the “Stock Issue” business component.

If the reference document type is “Customer Material Request” then the allocated items will be in “Bill and Hold” status and this has to be issued.

The system calculates the balance quantity and checks if it is greater than or equal to zero. Balance quantity is calculated as a difference of order quantity, pick quantity, pack quantity and shipped quantity.

If the ship partial is set to “No”, the system checks if the order schedule quantity is between pack slip issued quantity + (pack slip issued quantity *shipping tolerance /100) and pack slip issued quantity - (pack slip issued quantity * shipping tolerance /100). If the above condition is satisfied for all the lines then the status of the pack slip is updated to “Issued” or the status is updated to “Staged”.

Click the “Deallocate Pack Slip” pushbutton to deallocate the details of the selected pack slip.

For all the selected lines, the system ensures that the status is “Allocated”. The system deallocates the quantity that was allocated and displays the line status as “Unallocated”. If the status of the pack slip is “Allocated” then it is set to “Partially Allocated”.

Click the “Credit Check” pushbutton to check the credit status of the customer to whom the goods are to be issued.

To proceed, carry out the following

Select the “Allocation Details” link at the bottom of the page to specify the details of the warehouse in which the pack slip quantity is to be allocated.
Select the “Item Serial No. Details” link at the bottom of the page for specifying the serial number details for the selected pack slip and allocation line number.
Select the “Ship Pack Slip” link at the bottom of the page to specify the shipping details for the pack slip.
Select the “Item Attribute Details” link at the bottom of the page to view the attribute details of the item specified in the pack slip.
Select the “Check Stock Status” link at the bottom of the page for specifying the stock status in the warehouse.
Select the “Accounting Information” link at the bottom of the page to specify the accounting details.
Select the “Lot Details for Models/ Kits” link at the bottom of the page to specify the lot details for the models or kits specified in the pack slip.
Select the “Serial No. Details for Models/ Kits” link at the bottom of the page to specify the serial number details for the models or kits specified in the pack slip.
Select the “Attach Notes” link at the bottom of the page to specify notes details.

Allocate / Deallocate Pack Slip – An overview

This page allows you to allocate or deallocate the selected pack slip detail. Based on the pack slip number selected, the details are retrieved and displayed. You can select the method in which allocation of items in the pack slip is to be done. Allocation can be done either manually or by the system. Only those pack slip that are in “Open”, “Partially Allocated” or “Allocated” are retrieved for allocation or deallocation. The system updates the status of each line based on the allocation method chosen. If the allocation method chosen is “Manual”, then the status for that line number is updated to “Partially Allocated” and for all the other line number it is updated as “Allocated”. Based on the availability of the stock in the warehouse, you can specify the quantity that is to be allocated in the pack slip. You can also view the credit status of each customer to whom the materials are to be dispatched. The status of the pack slip is set to “Allocated” if the status of all the line is “Allocated” or else it is updated to “Partially Allocated”.

You can also deallocate the items specified for a specific line number in the pack slip. Only “Allocated” pack slip can be deallocated. The status of the line number is set to “Unallocated” on deallocation.

The allocated materials can be issued. Only an “Allocated” pack slip can be issued. If the ship partial is set to “No”, the system checks if the order schedule quantity is between pack slip issued quantity + (pack slip issued quantity *shipping tolerance /100) and pack slip issued quantity - (pack slip issued quantity * shipping tolerance /100). If this condition is satisfied for all the lines then the status of the pack slip is updated to “Issued” or the status is updated to “Staged”.