DELETE _Issue PS

Issue Pack Slip – A summary of the activity

This activity allows you to search and select a pack slip for issuing it. The pack slip that is in “Allocated” status can only be issued. You can select the location to which the goods are to be issued to. All the other details are retrieved and displayed based on the pack slip number selected. The status of the pack slip on issue is updated to “Issued”.

You can also stage a selected pack slip. Only an issued pack slip can be staged. The status is updated to “Staged”. This activity also allows you to specify the accounting information pertaining to the selected pack slip number.

Getting familiar with the pages inside

Go to page…	For…
Select Pack Slip	Selecting Pack Slip.
Issue Pack Slip	Issuing Pack Slip.
Accounting Information	Specifying Accounting Information.

Select Pack Slip

This page allows you to carry out a search process to select a pack slip for issuing. 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, which is to be issued.

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

The “Select Pack Slip” page appears.

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

Pack Slip No.

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

Enter the following field details in the “Search Criteria” group box to search for the pack slip that you want to issue. 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	The code identifying the customer to whom the goods must be shipped (Alphanumeric, 18).
Ship To 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	The code identifying the customer to whom the goods must be shipped.
Ship To Name	The name of the customer to whom the goods are to be dispatched.
Ship To 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 to make a sales issue.

To proceed, carry out the following

Select the “Sales Issue” link at the bottom of the page to issue the selected pack slip.

Issue Pack Slip

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

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

The “Issue Pack Slip” page appears.

The system retrieves and displays the following pack slip details:

Pack Slip No.	The number identifying the pack slip.
Pack Slip Date	The date on which the pack slip was created.
Status	The status of the pack slip.

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

Ship To Customer	The code identifying the customer to whom the goods must be shipped.
Ship To Name	The name of the customer to whom the goods are to be dispatched.
Shipment Mode	The mode of shipment in which the goods are to be dispatched.
Ship To Id.	The address of the location at which the goods must be delivered.
Delivery Area	The code identifying the delivery area.

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.
Pack Slip Qty.	The quantity of item specified in the pack slip.
Pack Slip Allocated Qty.	The quantity of item that can be allocated for dispatch from the pack slip quantity. This quantity should be less than 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 field details in the “Item Details” multiline:

Pack Slip Issued Qty.	The quantity of item that is issued from the pack slip quantity.
Warehouse Code	The code identifying the warehouse from which the goods must be dispatched.
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.

Click the “Make Sales Issue” pushbutton to issue the selected pack slip.

The pack slip that is in “Allocated” status can only be issued. The status is updated to “Issued”.

The reference document type is “Stock Transfer Order” or “Consignment Sale Order” then the issue of the stock will be “Stock Transfer Issue” or else it will be “Sales Issue”.

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

The pack slip that is in “Issued” status can only be staged. The status of the pack slip is updated to “Staged”.

To proceed, carry out the following

Select the “Accounting Information” link at the bottom of the page to specify the accounting details.
Select the “Ship Pack Slip” link at the bottom of the page to ship the pack slip.

Make Sales Issue – An Overview

Only an allocated pack slip can be issued. Based on the pack slip number selected, the customer and item details are retrieved and displayed. You can select the location to which the pack slip is to be issued. If the reference document type is “Stock Transfer Order” or “Consignment Sale Order” then the issue of the stock will be “Stock Transfer Issue” or else it will be “Sales Issue”. The status of the pack slip is updated to “Issued” if quantity specified in the pack slip is issued.

You can also stage a selected pack slip. Only an issued pack slip can be staged. The status is updated to “Staged”. The system stores the login user ID and the system date along with the modified details.