DELETE- Create PS

Create Pack Slip – A summary of the activity

This activity allows you to create pack slip. Pack slips are documents that are sent to the customer, normally sent along with the goods, indicating the details of the shipments such as customer, item in the pack, carrier, vehicle, freight bill number, insurance number and its details and packing details. This activity also allows you to generate pack slips directly from the order and proceed with allocation, picking, issue and ship confirmation. Once the pack slips are ready, the items can be shipped.

The required order schedules can be selected and separate pack slip will be generated in any of the status namely “Open”, “Issued”, “Allocated” or “Staged”, with unique pack slip number based on the numbering type selected. This activity also allows you to allocate the quantity specified in the pack slip and to specify the accounting details for the selected pack slip number.

Getting familiar with the pages inside

Go to page…	For…
Select Order Schedule	Selecting Order Schedule(s).
Create Pack Slip	Creating Pack Slip.
Allocate Pack Slip	Allocating Pack Slip.
Accounting Information	Specifying Accounting Information.
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.
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	Viewing 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.
Atatch 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.

Select Order Schedule

This page allows you to search and select order schedule based on which the pack slip is to be created. Tell me more.

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

The “Select Order Schedule” page appears.

Enter the following field details:

Ref. Doc. Type	Use the drop-down list box to select the type of reference document. The system displays “Sales Order” by default on launch of the page. Based on the mapping done in “Component Interaction Model” business component, the system loads the following values:
	If “Normal Sale Order” or “Quick Sale Order” is mapped then the system loads with "Sales Order, Consignment Sales Order, and COD-Sales Order".
	If “Stock Transfer Order” is mapped then the system loads with "Stock Transfer Order".
	If “Bill & Hold” is mapped then the system loads with "Cust. MTL. Request".
	If “Material Lost In Transit” is mapped then the system loads with "MTL. Lost in Transit".
	If “Sales Return” is mapped then the system loads with "Sales Return".
Ship To Customer	The code identifying the customer to whom the goods must be shipped (Alphanumeric, 18).
	Help facility available.
Receiving Point	Use the drop-down list box to select the point at which the goods specified in a stock transfer order are received. All the receiving points mapped in the “Component Interaction Model” business component will be available for selection only if reference document type is set to “Stock Transfer Order”.

Enter the following details in the “Search Criteria” group box to search for the order number. Data-entry in the following fields is optional.:

Order No. From	The starting number in the range of reference document type orders 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 reference document type order 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 reference document type orders starting from the first reference document type order number till the reference document type order number specified in the “To” field.
Order No. To	The ending number in the range of reference document type orders numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the reference document type order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Order No. From” field.
Bill To Customer	The code identifying the bill to customer to whom invoices are to be sent (Alphanumeric, 18).
Order Date From	The starting date in the range of dates from which the order 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.
Order Date To	The ending date in the range of dates from which the order details must be retrieved (Date Format). The value entered in this field must be greater than or equal to the value entered in the “Order Date From” field.
WareHouse Code	The code identifying the warehouse from which the goods must be dispatched (Alphanumeric, 10).
Reservation Date From	The starting date in the range of dates from which the goods are reserved in the warehouse (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.
Reservation Date To	The ending date in the range of dates from which the goods are reserved in the warehouse (Date Format). The value entered in this field must be greater than or equal to the value entered in the “Reservation Date From” field.
Ship To Id.	The address of the location at which the goods must be delivered (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.
Ship Partial	Use the drop-down list box to indicate whether the goods are to be shipped partially or not. You can select from “Yes”, “No” or “Both”. The system displays “Both” by default on launch of the page.
Carrier Code	The code identifying the carrier through which the goods must be dispatched (Alphanumeric, 20).
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. The system displays “Any” by default on launch of the page.
Ordering Point	Use the drop-down list box to select the point at which an order can be raised.
Ordering Priority From	Use the drop-down list box to select the starting priority number in the range of numbers for which the order details are to be retrieved. You can select from “1”, “2”, “3”, “4”, “5”. The system displays “1” by default on launch of the page.
Ordering Priority To	Use the drop-down list box to select the ending priority number in the range of numbers for which the order details are to be retrieved. You can select from “1”, “2”, “3”, “4”, “5”. The system displays “5” by default on launch of the page.
Source Doc.	Use the drop-down list box to select the source document.

Note: The values for the “Source Document” field are populated only on selection of “MTL. Lost In Transit”, “COD-Sales Order” option of the “Ref. Doc Type “ field.

Note: For all the “Ref Doc. Type” other than “Stock Transfer Order”, the system checks if “Ship to Customer” field is left null. If so the system throws an appropriate error message.

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

The system retrieves the order schedule details only if 1) The orders are in “Authorized” status. 2) The line schedule for which Bill To and Ship To customers are in “Active” status. 3) The business unit and the company belong to the same order schedule.

If the “Ref Doc. Type” selected is “Stock Transfer Order” then the “Bill To Customer” and “Order Priority From and To” fields can be left blank.

For all the “Ref. Doc. Type” other than “Normal Sale Order \ Quick Sale Order ”, the “Order Priority From and To” can be left blank.

The system sorts the order based on “Ship to ID/ Site ID”, “Shipment Mode” and “Carrier”.

If the pack slip UOM is stock UOM then the stock UOM for the line item is retrieved. If the pack slip UOM is different from sale order UOM then the sale order UOM is converted to pack slip UOM.

If the “Item type” is “Model/Kit” then the constituent Item should be grouped by the Model/Kit Ref. No.

If the “Item Type” is Model/ Kit and the Item code is Model code/ Kit code then the UOM is just model(s) or kit(s) respectively.

(1) If “Item Type” is Model/Kit and Item code is Model Code/Kit Code and the variant code is “Configuration No.”, then to retrieve the “To-ship Qty”.

(2) If “Item Type” is Model/Kit and Item code and variant code is “Normal Item Variant” then the system retrieves and displays the normal balance quantity for each of the Items of the Bill Of Material.

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

Order No.	The number identifying sales or stock transfer order or consig. sales order or COD sales order or sales return.
Order Date	The date on which the sales or stock transfer order or consig. sales order or COD sales order or sales return was created.
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.
Ship To Id. / Site Id.	The address of the location at which the goods must be delivered.
Item Type	The type of the item. It can be “Item”, “Model”, “Kit”, “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.
To Ship Qty.	The balance quantity that is available for shipping. The rest of the quantity is either into some document or it has been already shipped. 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.
UOM	The unit of measurement of the item.
Ship Together	To indicate whether the goods are to be shipped together or not. It can be either “Yes” or “No”.
Warehouse Code	The code identifying the warehouse from which the goods must be dispatched.
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.
Available Date	The date on which an item will be available for issue from the warehouse.
Ship Partial	Indicates if the goods are to be shipped partially or not. It can be either “Yes” or “No”.
Ordering Point	The point identifying the location from which the sales or stock transfer order or consig. sales order or COD sales order or sales return.
Bill To Customer	The code identifying the bill to customer to whom invoices are to be sent.
Currency	The code identifying the currency specified in the sales or stock transfer order or consig. sales order or COD sales order or sales return.
Item Variant Desc.	The description of item variant.
Order Line No.	The line item number in the order.
Schedule No.	The number identifying the schedule.
Order Priority	The priority code attached to the order for servicing.
NOtAvbl	Indicates if any notes are to be included for the pack slip. It can be either “Yes” or “No”.

Check the box in the “Select” column of the multiline to select the order number for creating a pack slip.

To proceed, carry out the following

Select the “Create Pack slip” link at the bottom of the page to create a pack slip.

Select Order Schedule – An overview

Pack slips can be generated for order schedules from multiple sale orders. The pack slip can be created with or without a reference document type. Based on the mapping done in “Component Interaction Model” business component, the values are populated for the reference document type field. The pack slip can be created based on “Normal Sale Order” or “Quick Sale Order” or “Stock Transfer Order” or “Sales Return” or “Bill and Hold” or “Materials Lost in Transit”. You can search by specifying a range for order number, order date or warehouse. You can search by specifying a range for reservation date, To-ship date, carrier by which the items are to be shipped or the mode of shipment. You can also search by specifying the ordering point or by specifying a range for ordering priority. Based on the search criteria specified, the results are retrieved and displayed in the multiline.

Create Pack Slip

This page allows you to create a pack slip. Tell me more.

Select the “Create Pack slip” link at the bottom of “Select Order Schedule(s)” page.

The “Create Pack Slip” page appears.

The system retrieves and displays the order number, order line number, schedule number and reference document type details:

Pack Slip For	The reference document type based on which the pack slip is to be created.
Status	The status of the pack slip. The system displays anyone of the following status. The options are:
	Open – indicates a newly created pack slip.
	Partially Allocated – indicates a pack slip that it is partially allocated.
	Allocated – indicates a pack slip that it has been allocated completely.
	Issued – indicates a pack slip that it is issued.
	Staged – indicates a pack slip that it is put to stage. That is , in case if the pack slip quantity is not available in the warehouse, then the available quantity will be issued. The remaining quantity of the pack slip can be issued, if the pack slip is in “Staged” status and the remaining quantity is available in another warehouse at a later date.
	Under Pack – indicates a pack slip that it is under packing.
	Packed – indicates a pack slip that it is packed.
	Shipped – indicates a pack slip that it is shipped.

Enter the following details:

Pack Slip No.	The unique number identifying the pack slip that is being created (Alphanumeric, 18). The number will be automatically generated if the “Numbering Type” not set to “Manual”. It checks for the existence of the number and also if it there are any special characters or space in it. If the order number exists, the pack slip number is generated till a unique number is obtained. The number is displayed with the corresponding prefix and suffix of the numbering type selected in the “Numbering Type” field.
Pack Slip Date	The date on which the pack slip was created (Date Format). The system date is displayed by default on launch of the page. The date should not be greater than the open financial period.
Numbering Type	Use the drop-down list box to select the numbering type. The values are populated from the “Numbering Class” business component.

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 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.

Enter the following details:

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. The shipment mode for all the line in the multiline is checked. If same, the system defaults with the common shipment mode.
Carrier Code	The code identifying the carrier through which the items must be dispatched (Alphanumeric, 20).
	Help facility available.
Packing Required	This check box is selected if packing is required for the items included in the pack slip.
File Name	The name of the file for which the details are to be viewed (Alphanumeric, 256).
	Help facility available.

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 bill to customer to whom the invoices are to be sent.
Item Type	The type of item. It can be “Item”, “Model”, “Kit”, “Service” or “Capital”.

Note: If the item type is set to “Item” then the system retrieves the issued quantity from the corresponding reference document type. If the item type is set to “Model/ Kit” and the item code and variant code are specified, then retrieve the corresponding issued quantity for that item and variant from the reference document type.

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.

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

Pack Slip Qty

The quantity of item specified in the pack slip (Integer) Mandatory. This quantity need not be shipped completely. If this quantity is not available in the warehouse then the available quantity can be shipped and the schedules are updated automatically.

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

To Ship Qty.	The balance quantity that is available for shipping. The rest of the quantity is either into some document or it has been already shipped. 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.
Warehouse Code	The code identifying the warehouse from which the goods must be dispatched.
Ship Partial	To indicate 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.
Ordering Point	The point identifying the location from which the sales/stock transfer order/ consig. sales order/COD sales order/sales return.

Note: If the ship partial is set to “No”, the system checks if the pack slip quantity is equal to the total schedule quantity(as Specified in the Sales Order) within the specified tolerance. 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.

Check the box in the “Select” column of the multiline to select the pack slip number for which the allocation is to be done.
Click the “Create Pack Slip” pushbutton to create a pack slip.

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

If the reference document type is not "Customer Material Request", then the status of the pack slip is updated to “Open”.

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.

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.

Click the “Print Packslip” pushbutton to print the created pack slip details.

To proceed, carry out the following

Select the “Allocate Pack Slip” link at the bottom of the page to allocate pack slip details.
Select the “Accounting Information” link at the bottom of the page to specify accounting information details.
Select the “Attach Notes” link at the bottom of the page to specify notes details.

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.

Create Pack Slip – An overview

The pack slip number is entered manually or can be generated automatically with corresponding prefix and suffix of the numbering type. Only those orders that are in “Authorized” status are retrieved for creation of pack slip. Based on the reference document number selected ship to customer code, the customer and the item details are retrieved and displayed in this page. You can enter the shipment mode and the carrier code for the shipment of goods. You can also specify the pack slip quantity. If the pack slip quantity is available in the warehouse then it can be shipped. Or else the quantity available in the warehouse can be shipped immediately.

The status of the pack slip is updated to "Open" in all cases except when the reference document type is set to “Customer Material Request”. If the reference document type is set to “Customer Material Request” then the status is updated to "Allocated". The “Staged” status and the concept associated to it would be used in the Allocate and issue page of pack slip. You can also view the details of the file, for example to view the drawings attached and also print the created pack slip details.

Prerequisites

The reference document of the pack slip should be in “Authorized” status.
Accounting information that is, analysis code and subanalysis code should be defined for the combination of parameters that are passed from pack slip.