Maintain Pack Slip

This page allows you to maintain a pack slip. You specify the all pack slip details. Tell me more

Select the “Maintain Pack Slip” activity under the “Pack Slip” business component.

The “Maintain Pack Slip” page appears.

The system displays the following:

Status

The status of the pack slip.

Enter the following fields:

Pack Slip Number	The number identifying the pack slip for which you want to maintain the pack slip details (Integer). The entered pack slip number should be a valid pack slip number, which already exist, in a valid status.
	Help facility available
Pack Slip For	Use the drop-down list box to select the usage of the pack slip. You can select from “Normal Sales Order”, “Stock Transfer Order”, “Sales Order COD”, “Material Loss in Transit”, “Sales Return” and “Pack Slip”. The system displays “Normal Sales Order” by default on the launch of the page.
Numbering Type	Use the drop-down list box to select the numbering type for which you want to maintain the pack slip. The values defined in the “Numbering Type” component and mapped to the login organization unit will be available for selection. The system displays blank by default on the launch of the page.
Pack Slip Date	The effective date of the pack slip. (Date Format).
Issue Date	The date on which the pack slip is issued. (Date Format).
Shipment Date	The date on which the shipment is carried out. (Date Format).
Ship To Customer/Warehouse	A unique code identifying the customer for whom the order shipment is carried out and the pack slip is maintained. (Alphanumeric, 18). The Ship To Customer must be valid for a valid and existing customer.
	Help facility available

The system displays the following:

Ship To Name

The name identifying the customer for whom the order shipment is carried out.

Enter the following fields:

Receiving Point	Use the drop-down list box to select the receiving point of the order shipment. The receiving point values that are mapped to the CIM will be available for selection. If “Pack Slip For” is selected as “Stock Transfer Order”, then the receiving point values will be available for selection. The receiving point values must be the same as the other receiving points mapped from all the Ordering Points mapped to this Shipping Point. The system displays blank by default on the launch of the page.
Ship to ID / Site ID	A unique code identifying the ID or the site ID for whom the order shipment is carried out and the pack slip is maintained. (Alphanumeric, 6). The customer ID must have been defined in the “Customer” component.
	Help facility available
Carrier Code	A unique code identifying carrier through which the items are dispatched (Alphanumeric, 20). The carrier code entered must have been defined in the “Shipping Administration” component and mapped to the login organization unit of the organization. The carrier code must exist in a valid status at the organization unit level.
	Help facility available
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.
Packing Required	This check box is selected if packing is required for the items included in the pack slip.
Packaging Notes	A textual description of the pack slip. (Alphanumeric, 255).
	Zoom facility available
Delivery Area	The code identifying the delivery area.
LC No.	The number identifying the Letter of Credit (LC) issued by the bank. (Alphanumeric, 30).The Ref. ID. and LC No combination is unique.
	Help facility available.
Ref. ID.	A unique reference ID generated by the system for each LC No - Bank code combination. (Alphanumeric, 70).
	Help facility available.

The system displays the following:

LC Expiry Date

The date after which the LC becomes invalid for further transactions.

Project Code	A unique code identifying the project for the packslip.
Project Description	The description of the project code.
Created at	The organization unit in which the project is created.

Note: The fields “Project Code”, “Project Description” and “Created At” are displayed when the packslip is associated with single project.

Enter the following fields:

Show Kit Constituents

Use the drop down box to indicate whether the constituent items of the Kit have to be shown. The combo is loaded with options “Yes” and “No”.If it is set as “Yes”, then the system fetches the Constituent Items of the Kit specified in Sale Order. If the combo value is set to “No” then the Kit item specified in Sale Order will be fetched and not the Constituent items of the kit.

Click the “Get Details” pushbutton to get the details of the entered pack slip number.
Enter the following fields in the “Additional Criteria” group box:

Order Number 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 Number 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 Number From” field.
Bill To Customer	The code identifying the bill to customer to whom invoices are to be sent (Alphanumeric, 18).
	Help facility available
Promised 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.
Promised 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 “Promised Date From” field.
Warehouse Code	The code identifying the warehouse from which the goods are taken for dispatch (Alphanumeric, 10).
	Help facility available
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”.
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.
Ordering Point	Use the drop-down list box to select the point at which an order can be raised. The values that are mapped to the CIM will be available for selection. The ordering point values should be the same as all the ordering points mapped from all the receiving points mapped to this shipping point.
Item Type	Use the drop-down list box to select the item type.
Item Code	The code identifying the line item in the reference document (Alphanumeric, 32) Mandatory. The system checks for the existence of the item code and also checks if it is valid for the shipping point. It also checks if it has variants.
	Help facility available.
Variant	The code identifying the item variant (Alphanumeric, 8) Mandatory. The system checks for the validity of the variant code for the item code entered.
	Help facility available.

Click the “Search” pushbutton to retrieve the search details based on the search criteria entered.
Enter the following fields in the “Search Results” group box:

Order Number	The number identifying the order for which the order shipment is carried out and the pack slip is maintained. (Alphanumeric, 18). The order number cannot be empty.
	Help facility available
Order Line Number	The number identifying the order line for which the order shipment is carried out and the pack slip is maintained. (Alphanumeric, 18). The order line number cannot be empty.

The system displays the following:

Schedule Number	The number identifying the schedule for the specified order for which the order shipment is carried out. Based on the order number, the schedule number values are retrieved and displayed.
Schedule Date	The date on which the schedule for the specified order for which the order shipment is carried out.
Item Code	The code identifying the item for which the pack slip is maintained.
Variant	The code identifying the variant of the item, which the pack slip is maintained.
Item variant Description	A textual description of the item variant.
Kit/Model Code	The code identifying the kit/model.
Kit/Model Description	The description of the kit/model.
Pack Slip Quantity	The quantity of item specified in the pack slip.
Balance Pack Slip Qty.	The balance quantity that is available for shipping.
Ship Partial	Indicates if the goods are to be shipped partially or not. It can be either “Yes” or “No”.
Sale UOM	The unit of measure for the item, which is sold.
Alternate Issue Quantity	The alternate quantity of the goods issued.

Enter the following fields:

Alternate UOM	The value identifying the alternate unit of measure of the goods issued in the order shipment (Alphanumeric, 10). The Alt UOM entered must have been defined in the “UOM Master” component and mapped to the login organization unit of the organization.
	Help facility available
Warehouse Code	A unique code identifying the warehouse from which the goods are taken for order shipment and the pack slip is maintained. (Alphanumeric, 10). The warehouse code must have been defined in the “Storage Admin” component and mapped to the login organization unit of the organization.
	Help facility available
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”, “Manual”, “Maximum Zone / Bin” , “Early Expiry date” , “Lates Expiry date”, “Picking Priority” and “Minimum Zone / Bin”.
Substitute Variant Code	The code identifying the substitute variant of the item for which the pack slip is maintained. (Alphanumeric, 8).On enter key press of substitute variant, system automatically calculates the quantity and displays in the quantity field.

If the Substitute variant field must be empty if the ref doc type is other than the sales order. If the Substitute variant field is not empty, both variants must belong to the same bulk variant group. If the Substitute variant field is not empty, both variants must have the same UOM tracking. If the substitution rule is other than none and if the ref doc type is sale order, a conversion must exist between the variant and the pack variant.

Attribute Based Allocation

Use the drop-down list box to indicate if attribute based allocation of the item specified in the pack slip is allowed or not. You can select from “Yes” or “No”.

The system displays the following:

Guaranteed Shelf Life	The guaranteed shelf life of the item in the pack slip.
Shelf Life Unit	The shelf life per unit of the item in the pack slip.
Pack Slip Allocated Quantity	The number identifying the quantity allocated in the pack slip.
Pack Slip Issued Quantity	The number identifying the quantity issued in the pack slip.
Order Notes	A textual description of the order shipment.
Warehouse Quantity	The number identifying the quantity of the warehouse.
Project Code	A unique code identifying the project for the packslip.
Project Description	The description of the project code.
Created at	The organization unit in which the project is created.

Note: The fields “Project Code”, “Project Description” and “Created At” are displayed when the packslip is associated with multiple projects.

WBS ID	A unique ID identifying the work break down structure of the project.
Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.

Note: The fields WBS ID, Task Code, Task Description fields are visible when the pack slip number has reference to a project.

Enter the following fields:

Gross Weight	The gross weight of the container (Integer).
Net Weight	The net weight of the container (Integer).
Tare Weight	The Tara weight of the container (Integer).
Gross Volume	The gross volume of the item in the container (Integer).
Number of Pallets	The number identifying the pallets.

Click the “Compute” pushbutton to compute the weight of the container.

The weight of the give input is computed

Enter the following fields in the “Shipping Information” group box:

Shipment Type	Use the drop-down list box to select the type of order shipment to be made. You can select from “Domestic” and “Export”. The system displays blank by default on the launch of the page.
Hazardous Product	Use the drop-down list box to select the whether the goods in the container to be dispatched are hazardous or not. You can select from “Yes” and “No”. The system displays “No” by default on the launch of the page.
Shipping Label	The name identifying the label name of the order shipment. (Alphanumeric, 20).
INCO Term	The INCO place of the customer’s shipping ID (Alphanumeric, 15). These are International commercial terms used for freight. The values are populated from the "Category" business component where Category type is “INCO Terms” and values are category types under category.
INCO Place	The place or destination point associated with the specified INCO term (Alphanumeric, 40). For instance, in case of FOB, this would be the FOB point.
Shipment Time	The time at which the shipment was done
Vehicle Number	The number identifying the vehicle through which the containers are transported for shipment. (Alphanumeric, 20).
Route ID	The code identifying the route of the shipment of the goods. (Alphanumeric, 25).
	Help facility available
Carrier Size	Use the drop-down list box to select the carrier size in which the items are to be dispatched. The values are populated from the “Category” business component. The system displays “Any” by default on launch of the page.
Freight Amount	The number identifying the freight amount for the order shipment, which is maintained in the pack slip. (Integer).

For Sales order based pack slip, if the freight pricing method defined in the order is “Delivered pricing”, then the Freight amount cannot be specified at pack slip, since the freight amount would have been specified in the Item Price. The freight amount should always be zero. If the freight pricing method is “Freight added”, then the freight amount can be changed at pack slip level before shipment. For Sales order based pack slip, if the freight pricing method is “DP”, then Number Of line items for the Ship_To_ID and promise date combination in the sales order must match the Number Of line items in the pack slip for the same ship to id and promise date combination.

Freight Currency	Use the drop-down list box to select the currency of the freight amount. The values that have been defined in the login organization unit of the organization will be available for selection. The system displays the currency pertaining to the login organization unit by default on the launch of the page.
Freight Bill Number	The number identifying the invoice of the freight amount (Alphanumeric, 18).
PRO Number	The number identifying the consignment (Alphanumeric, 18). This PRO number is generally used for tracking of the pack slip that is shipped.
AWB Number	The number identifying the airway bill (Alphanumeric, 18).
Remark 1	Any remarks pertaining to the order shipment (Alphanumeric, 255).
Remark 2	Any remarks pertaining to the order shipment (Alphanumeric, 255).
Remark 3	Any remarks pertaining to the order shipment (Alphanumeric, 255).

Enter the following in the “Docket Information” group box:

Docket No.	The acknowledgement number issued by the third party for the shipment.(Alphanumeric,150)
Docket Date	The date of issue of the docket number (Date format).
Docket Receipt Information	Any additional information regarding the docket.(Alphanumeric,150)
Agency Name	The name of the agency issued the docket number.(Alphanumeric,150)
Agency Contact No.	The contact number of the agency.(Alphanumeric,150)
Branch Details	The branch details of the agency.(Alphanumeric,150)

Click the “Create” pushbutton to maintain the pack slip.

The system checks if the Bill To Customer and Ship to Customers are different from the Order From Customer. The system also checks if the Ship To Customer and Bill To Customer are mapped to the Order From Customer. The system auto-generates the pack slip and it is stored as order shipment.

Click the “Create & Allocate” pushbutton to create and allocate the pack slip.

The status of the pack slip is updated as “Allocated”. If Allocated Quantity is null / blank, then the pack slip quantity is updated as the allocated quantity. If the pack slip allocation quantity is not empty and If the ship partial is “No” then the pack slip allocated quantity should be [To ship quantity - (Shipping tolerance * Pack slip allocated quantity / 100) and To ship quantity + (Shipping tolerance * Pack slip allocated quantity / 100).

The shipping tolerance must be the standard tolerances. In the lots entered the expiry date must be retrieved. The expiry dates of the lot items must be earlier than the ship date + guaranteed shelf life, if the system parameter - guaranteed shelf life is set to "To Ship Date". The allocated quantity in the pack slip is updated.

Click the “Edit” pushbutton to modify the pack slip.

The modified quantity and the deleted lines are updated and newly added lines are added to the pack slip.

Click the “Delete” pushbutton to delete the pack slip.

The system checks if the Pack Slip status is in the “Open” status. The pack slip must be created in the container dispatch. The status of the pack slip is updated to “Deleted”.

Click the “Allocate” pushbutton to allocate the pack slip details.

The allocated quantity in the pack slip is updated.

Note: The system cannot allocate the packslip if the Sale Order for the pack slip is associated with multiple projects.

Click the “DeAllocate” pushbutton to deallocate the pack slip details.

The system checks the status of the pack slip. It must not be in the "Issued” or “Open" status. One pack slip line number must be selected. The selected rows are deallocated. The status of the Deallocated Line is updated as the "Unallocated" status. The system checks the line level status. If all are in the "Unallocated" status, then the Pack slip status is updated to "Open".

Click the “Issue” to issue the pack slip.

The system updates the pack slip issued quantity with the pack slip allocated quantity. Only the entire allocated quantity is issued. The status of the pack slip is updated to “Issued”.

Note: The project details cannot be modified when the packslip is in “Allocated” status.

Click the “Ship” pushbutton to ship the goods.

If the ship partial is "NO" then sum of all the ship quantity for the order number, order line number and schedule number in this pack slip = PackSlip Issued quantity. From the FBP component the parameters to do the Accounting entries are passed. The status of the pack slip is updated to "Shipped" for all the pack slip and "Ship-COD" if the pack slip for Control is COD- Sales Order. If the ship partial is “Yes” and allocate and issue and ship quantity is less than the pack slip quantity, then on shipment the pack slip quantity should be updated with the ship quantity. No new pack slip must be generated.

Click the “Save Docket Information” pushbutton to save the docket details.

The docket details are not saved when the Pack Slip is in “Deleted” or “Hold” status.

Select from the “Print Document” group box:

Print Language

Use the drop-down list box to select the language in which the pack slip document is to be printed. The combo is loaded with the options “English”, “French” and “German”. The system displays “English” by default on launch of the page.

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

To proceed, carry out the following

Click the “Allocation Details” link at the end of the page to allocate / deallocate details.
Click the “Item Serial Number Details” link at the end of the page to allocate the item serial number details.
Click the “Shipping Document Details” at the end of the page to create the shipping document.
Click the “Inquire Warehouse Stock” link at the bottom of the page to specify warehouse stock details.
Click the “Attach Notes” link at the bottom of the page to specify the notes.
Select the “Accounting Information” link at the bottom of the page to specify accounting information details.
Select the "Maintain Packslip Excise Postings" link at the bottom of the page to maintain the excise posting details of Packslip.
Select the "Item Attribute Details" link at the bottom of the page to view the attribute details of the item.
Select the "View TCD Details" link at the bottom of the page to view the TCD details.
Select the “Operational Checklist” link at the bottom of the page to specify checklist details during packslip both at document level and at line level.
Select the “Update Form Details” link at the bottom of the page to specify the form details of the reference document.

The system displays the following:

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

Maintain Pack Slip – An overview

You can enter the pack slip number; select the document the pack slip is made, the numbering type of the pack slip and the pack slip date. You can also enter the customer name to whom the goods are shipped. You can select the receiving point of the goods. You can enter the customer ID and the carrier code on which the goods are dispatched. You can conduct search criteria and retrieve the order details to maintain the packslip. You can specify the order details, the warehouse, zone, bin, and the Lot and Sub Lot details. You can also enter the alternate UOM and the pack variant of the order details made for the order shipment. You can also enter the weight of the container before stuffing of the items and after stuffing of the items. You can also enter the shipping details of the order shipment for which the pack slip is maintained. You can create, create and allocate, edit, delete, allocate, deallocate, issue and ship in a single transaction.