DELETE-Edit PS

Edit Pack Slip – A summary of the activity

This activity allows you to search and select a pack slip for modifying its details. The pack slip details can be modified if it is in “Open”, “Staged”, “Allocated” or “Issued” status. Based on the issue of the pack slip quantity the status of the pack slip is updated.

You can also delete the selected pack slip. The pack slips of the sale order that are in can be deleted only if it is in “Open” or “Short closed” status can only be deleted. The status of the pack slip on deletion is updated to “Deleted”. Multiple deletion of pack slip is allowed in this activity.

You can also short close the selected pack slip. The pack slip can be short closed only if it is in “Issued” or “Staged” status. The status of the pack slip on deletion is updated to “Short closed”. Multiple short closing of pack slip is allowed in this activity.

You can also stage the selected pack slip. The pack slip can be staged only if it is in “Issued” status. The status of the pack slip on deletion is updated to “Staged”. Multiple staging of pack slip is also allowed in this activity.

This activity also allows you to allocate or deallocate the selected pack slip and process a staged pack slip.

Getting familiar with the pages inside

Go to page…	For…
Edit Pack Slip	Selecting Pack Slip.
Modify Pack Slip	Modifying Pack Slip.
Allocate Pack Slip	Allocating Pack Slip.
Process Staged Pack Slip	Processing Staged Pack Slip.
Allocation Details	Allocating Pack Slip Details.
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	View 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.
View Notes	Viewing Notes.
Pack Slip Allocation Details (Models/Kit)	Specifying Lot Details for Models/ Kits.
Serial No. Details (Models/Kits)	Specifying Serial Number Details for Models/Kits.

Edit Pack Slip

This page allows you to search and select the pack slip for which the details are to be modified. Tell me more.

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

The “Edit Pack Slip” page appears.

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

Pack Slip No.

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

Select the “Modify Pack Slip” link provided along side pack slip no. to modify the details of the selected pack slip.
Enter the following field details in the “Search Criteria” group box to search for the pack slip number that you want to modify. 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.
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”.
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 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.
Status	Use the drop-down list box to select the status of the pack slip. You can select from “Open”, “Allocated”, “Issued” or “Staged”.
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 are received (Alphanumeric, 18).
Ship To Id. / Site Id.	The address of the location at which the goods must be delivered (Alphanumeric, 18).
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).
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.
Bill To Customer	The code identifying the bill to customer to whom invoices are to be sent (Alphanumeric, 18).
Shipment Mode	Use the drop-down list box to select the mode of shipment in which the goods are to be dispatched. The values are populated from the “Category” business component.
Carrier Code	The code identifying the carrier through which the goods must be dispatched (Alphanumeric, 20).

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 or stock transfer order or consig. sales order or COD sales order or sales return are 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. The values are populated from the “Category” business component.
Carrier Code	The code identifying the carrier through which the items must be dispatched.
Status	The status of the pack slip.

Check the box in the “Select” column of the multiline to select the pack slip number for either deleting or short closing or staging the pack slip.
Click the “Delete Pack Slip” pushbutton to delete the selected pack slip from the multiline.

The system ensures that the status of the pack slip selected for deletion is in “Open” status. The status of the pack slip is updated to “Deleted”.

Click the “Stage Pack Slip” pushbutton to stage the selected pack slip from the multiline.

The system ensures that the status of the pack slip selected for staging is in “Issued” status. It also ensures that in the multiline, at least in one of the lines, the pack slip issued quantity is less than the pack slip quantity.

The status of the pack slip is updated to “Staged”.

Click the “Short Close Pack Slip” pushbutton to short close the selected pack slip from the multiline.

The system ensures that the status of the pack slip selected for short closing is in “Issued” or “Staged” status. The status of the pack slip is updated to “Short closed”.

To proceed, carry out the following

Select the “Modify Pack Slip” link at the bottom of the page to modify the details of the selected pack slip(s).
Select the “Allocate/Deallocate Pack Slip” link at bottom of the page to allocate or deallocate the selected pack slip(s) details.
Select the “Process Staged Pack Slip” link at the bottom of the page to process a staged pack slip.

Edit Pack Slip – An overview

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, the status of the pack slip, ship to customer or id or by specifying a range for the to-ship date. You can also search by specifying the customer to whom the bill to be sent, the mode of shipment or carrier code. 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 details are to be modified. Pack slips that are in “Open”, “Staged”, “Allocated” or “Issued” status will be retrieved for modification.

This page also allows you to search and select pack slip from the multiline for deletion. The pack slips that are in “Open” or “Short closed” status can only be deleted. The status of the pack slip on deletion is updated to “Deleted”. Multiple pack slips can be deleted simultaneously.

This page also allows you to search and select pack slip for short closing. The pack slips that are in “Staged” or “Issued” status can only be short closed. The status of the pack slip on short closing is updated to “Short closed”. Multiple pack slips can be short closed simultaneously.

This page also allows you to stage the selected pack slip from the multiline. The pack slips that are in “Issued” status can only be staged. The status of the pack slip on deletion is updated to “Staged”. Multiple pack slips can be staged simultaneously. The system stores the login user ID and the system date along with the modified details.

Modify Pack Slip

This page allows you to modify the selected pack slip details. Tell me more.

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

The “Modify 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 is created.
Status	The status of the pack slip. It can be “Open” or “Allocated” or “Staged” or “Issued”.
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 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.

Modify the following field details, if required in the “Customer Information” group box:

Shipment Mode	Use the drop-down list box to select the mode of shipment in which the goods are to be dispatched. The values are populated from the “Category” business component.
Carrier Code	The code identifying the carrier through which the items must be dispatched (Alphanumeric, 20).
Packing Required	This check box is selected if packing is required for the items included in the pack slip.

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 either “Item”, “Model” or “Kit” or “Service” or “Capital”.
Model / Kit Ref. No.	The reference number identifying the code of the model and its variant or the code of the Kit.
Item Code	The code identifying the item.
Variant Code	The code identifying the item variant.
UOM	The unit of measurement of the item.

Modify the following field, if required in the “Item Details” multiline:

Pack Slip Qty.

The quantity of item specified in the pack slip (Integer) Mandatory.

The system displays the following field details 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.
Issued Qty.	The quantity that is to be issued from the warehouse.
Warehouse Code	The code identifying the warehouse from which the goods must be dispatched.
Ship Partial	Indicates if the goods are to be shipped partially 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.
NOtAvbl	Indicates if any notes are to be included for the pack slip. It can be either “Yes” or “No”.
	Data Hyperlink available.

Note: If the ship partial is set to “No”, the system checks if the pack slip quantity is between To ship quantity - (shipping tolerance* pack slip quantity /100) and To ship quantity + (shipping tolerance* pack slip quantity /100). The system retrieves the shipping tolerance from sale order if pack slip for is "Sales order" or "Consignment Sales Order" or "COD-Sales order".

The system checks for the status of the order for the order nos. in the reference document type. If the status of any of the line is other than “Authorized”, it throws an error message.

Click the “Modify Pack Slip” pushbutton to modify the details of the selected pack slip.

If issued quantity is greater than the pack slip quantity then pack slip issued quantity is equal to pack slip quantity or else pack slip issued quantity is equal to issued quantity.

If the quantity specified in the pack slip is issued then the pack slip status is updated to “Issued” status.

If the issued quantity specified in the pack slip is greater than zero and if the ship partial is set to “No”, then the status of the pack slip is updated to “Staged”.

If the issued quantity specified in the pack slip is equal to zero and if the reference document type is not "Customer Material Request", then the status of the pack slip is updated to “Open”.

If the issued quantity specified in the pack slip is equal to zero and if the reference document type is "Customer Material Request", then the status of the pack slip is updated to “Allocated”.

The system saves the accounting information and pack slip details.

If the pack slip UOM is different from sale order UOM then the sale order UOM is converted to pack slip UOM.

For each line in the multiline, the order schedule quantity is compared with the order schedule quantity in the order. If the Order schedule quantity has been amended then the amended quantity is saved and it is checked if it is greater than or equal to the difference of pack slip quantity and shipping tolerance quantity. Or else it throws an error message.

The system displays the following:

Created By	The login user ID of the person who has created the pack slip.
Created Date	The date on which the pack slip was created.
Last Modified By	The login user ID of the person who has last modified the pack slip.
Last Modified Date	The date on which the pack slip was last modified.

Select the “Attach Notes” link at the bottom of the page to specify notes details.

Modify Pack Slip – An overview

This page allows you to modify the pack slip details that are in “Open” or “Staged” or “Allocated” or “Issued” status. Based on the pack slip number selected, the details are retrieved and displayed in this page. The orders that are in “Authorized” status are only retrieved. You can enter the mode of shipment, carrier code and the pack slip quantity. Based on the issue of the pack slip quantity, the pack slip status is updated.

The status of the pack slip is updated to “Open” if the issued quantity of the pack slip is equal to zero and if the reference document type is not "Customer Material Request". The status is updated to “Issued” if quantity specified in the pack slip is issued. The status id updated to “Staged” if issued quantity specified in the pack slip is greater than zero and if the ship partial is set to “No”. The status is updated to “Allocated” if the issued quantity specified in the pack slip is equal to zero and if the reference document type is "Customer Material Request". The system stores the login user ID and the system date along with the modified details.