Create Pack Slip for Direct Invoice
|
|
|
|
|
This page allows you to create pack slip. Tell me more.
Select the “Create Pack Slip for Direct Invoice” link under the “Pack Slip” business component.
The “Create Pack Slip for Direct Invoice” page appears.
The system retrieves and displays the following pack slip details only if it the Trans type is “Direct Pack Slip”:
|
Status |
The status of the pack slip. |
Enter the following detail:
|
Pack Slip No. |
The number identifying the pack slip (Alphanumeric, 18). The system checks for the existence of the pack slip number. If it exists, then it checks for the status of the pack slip. |
|
|
Help facility available. |
The system displays the following detail:
|
Pack Slip Date |
The date on which the pack slip was created. |
Enter the following detail:
|
Numbering Type |
Use the drop-down list box to select the numbering type. The values are populated from the “Numbering Class” business component. |
|
Issue Date |
The date on which the pack slip is issued. (Date Format). |
|
Ship Date |
The date on which the pack slip is shipped. (Date Format). |
Enter the following details in the “Customer Details” group box:
|
Order From Customer |
The code identifying the customer who has placed the sales/stock transfer order/ consig. sales order/COD sales order/sales return (Alphanumeric, 18). This field cannot be left blank. The system checks for the validity of the selected customer code from the “Customer” business component. |
|
|
Press <Enter> key. |
|
|
Based on the order from customer selected, the system retrieves the ship to customer, bill to customer and ship to id details in the group box. |
|
|
Help facility available. |
The system displays the following field in the “Customer Details” group box:
|
Customer Name |
The name of the customer. The system checks for the validity of the entered customer from the “Customer” business component. |
Enter the following details in the “Customer Details” group box:
|
Ship To Id. |
The address of the location at which the goods must be delivered (Alphanumeric, 18). This field cannot be left blank. The system checks if the ship to id is valid for the ship to customer from the “Customer” business component. |
|
Ship To Customer |
The code identifying the customer to whom the goods must be shipped (Alphanumeric, 18). This field cannot be left blank. |
The system displays the following field in the “Customer Details” group box:
|
Ship To Name |
The name of the customer to whom the goods are to be dispatched. |
Enter the following detail in the “Customer Details” group box:
|
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. |
|
Bill To Customer |
The code identifying the customer to whom invoices are to be sent (Alphanumeric, 18). This field cannot be left blank. |
The system displays the following field in the “Customer Details” group box:
|
Bill To Name |
The name of the bill to customer to whom invoices are to be sent. |
Enter the following detail in the “Customer Details” group box:
|
Usage For CC |
Use the drop-down list box to select a unique code identifying the cost center associated with the pack slip. The values are populated from the “Cost Centre Rule Definition” business component. |
|
Created At |
Use the drop-down list box to select the organization unit in which the project is created. The combo is loaded with all organization units in which the project definition component is defined. The system displays “RSOU1” by default on launch of the page. |
|
Project Code |
A unique code identifying the project for maintaining the direct invoice of the packslip. Help facility available. |
The system displays the following field in the “Customer Details” group box:
|
Project Description |
The description of the project code. |
Note: The project details will be displayed only if they mapped to the packslip number else the controls will left blank.
Enter the following field details in the “Item Details” multiline:
|
Item Code |
The code identifying the item (Alphanumeric, 32). |
|
Help facility available. |
|
|
Variant Code |
The code identifying the item variant (Alphanumeric, 8). |
Note: The system checks for the validity of the item variant combination from the “Item Administration” business component.
The system displays the following details:
|
Item Variant Desc. |
The description of the item variant. |
|
Sale UOM |
The unit of measurement of the item in the sale order. The system retrieves the sale UOM for the entered item variant from the “Item Administration” business component. |
Enter the following in the “Item Details” multiline:
|
Pack Slip Qty. |
The quantity of item specified in the pack slip (Integer). If Item Is entered in the multiline then the system checks if the pack slip quantity is greater than zero for all the lines. |
|
Warehouse Code |
The code identifying the warehouse from which the goods must be dispatched (Alphanumeric, 10). The system also checks for the validity of the warehouse code entered in each line from the “Storage Administration” business component. |
|
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”, “None”, “Maximum Zone / Bin”, “Early Expiry date”, “Latest Expiry date”, “Picking Priority”, User Defined Zone-Bin” and “Minimum Zone / Bin”. |
The system displays the following detail:
|
Allocable Qty |
The quantity that is available in the warehouse, which is allocable. This is the maximum qty that can be allocated. |
|
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. |
|
Pack Slip Issued Qty |
The quantity of item that is issued from the pack slip quantity. |
Enter the following in the “Item Details” multiline:
|
Alternate UOM |
The alternate unit of measurement of the item. |
|
|
Help facility available. |
|
Usage For CC |
Use the drop-down list box to select a unique code identifying the cost center associated with the pack slip. The values are populated from the “Cost Centre Rule Definition” business component. |
The system displays the following detail in the “Item Details” multiline:
|
Warehouse Quantity |
The quantity of the item in the warehouse. |
|
Guaranteed Shelf Life |
The guaranteed shelf life of the item defaulted from the sale order. |
|
Shelf Life Unit |
The shelf life per unit of the item in the pack slip. |
Select the “Warehouse Stock Information” link at the bottom of the page to specify the stock availability details in the warehouse.
Note: If the bill to and ship to customer is different from the order from customer then the system checks if the ship to and bill to customer are mapped to the order from customer from the “Customer” business component.
Click the “Maintain” pushbutton to create a pack slip.
The system ensures that at least one item code and pack slip quantity is entered in the multiline.
The system checks the status of the pack slip. If pack slip status is "Null" or "Open" then a new order number is generated. If the status is not null then it displays an error message.
Note: The projects which are in “Approved” status only can be created and modified.
Click the “Allocate” pushbutton to allocate the selected pack slip.
The status of the packslip is updated to “Allocated”.
Click the “Issue” pushbutton to issue the selected pack slip.
The status of the pack slip is updated to “Issued”.
Note: You cannot able to modify the project details when the packslip is in “Allocated” status.
Click the “Allocate And Issue” pushbutton to allocate and issue the selected pack slip.
The system displays an error message if the status of pack slip is not "Open".
The system does the allocation for the pack slip number from the “Allocation” business component.
If the pack slip quantity is not available in any of the line, then the system retrieves the allocable quantity from the warehouse for the item variant from the “Stock Maintenance” business component.
If the status of all the lines in the pack slip is “Allocated”, then the materials can be issued.
Click the “Delete ” pushbutton to delete the selected pack slip.
The pack slip that is in “Open” status can only be deleted. The status of the pack slip is updated to “Deleted”.
Enter the following details in the “Shipping Information” group box:
|
Shipment Type |
Use the drop-down list box to select the type of shipment. You can select from “Domestic”, “Export”. |
|
Hazardous Product |
Use the drop-down list box to indicate if hazardous product is shipped or not. You can select from “Yes”, “No”. |
|
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. |
|
INCO Term |
The INCO place of the customer’s shipping ID (Alphanumeric, 15). These are commercial terms used for freight. The values are populated from the "Category" business component where Category 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 goods are shipped (Alphanumeric, 12). |
|
Carrier Code |
The code identifying the carrier through which the items must be dispatched (Alphanumeric, 20). |
The system displays the following detail in the “Shipping Information” group box:
|
Carrier Name |
The name of the carrier. |
Enter the following detail in the “Shipping Information” group box:
|
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. |
|
Vehicle No. |
The number of the vehicle, which is going to transport the items to the specified destination (Alphanumeric, 20). |
|
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 Term |
Use the drop-down list box to select the terms according to which the payment of the freight charges is to be made. You can select from “Third Party”, “To Pay” or “Charge”. The values are populated from the “Category” business component. |
|
Freight bill No. |
The number identifying the bill associated with the freight charge (Alphanumeric, 18). |
|
Freight Amount |
The freight charges that will be incurred while transporting the goods (Integer). |
|
PRO No. |
The number identifying the consignment (Alphanumeric, 18). This PRO number is generally used for tracking of the pack slip that is shipped. |
|
BOL No. |
The number identifying the bill of lading (Alphanumeric, 18). |
|
AWB No. |
The number identifying the airway bill (Alphanumeric, 18). |
|
Tracking No. |
The number identifying the consignment (Alphanumeric, 20). This number is usually used for tracking the information regarding the consignment. |
|
Insurance By |
Use the drop-down list box to specify the company that has to pay the insurance amount. You can select from “Shipper”, “Carrier” or “Consignee”. |
|
Shipping Label |
Use the drop-down list box to select the type of label to be available in the pack. The values are populated from the “Category” business component. |
Enter the following details in the “Additional Information” group box:
|
Gross Weight |
The gross weight of the item. Gross Weight = Net Weight + Tare Weight |
|
Net Weight |
The net weight of the item. Net Weight = Gross Weight – Tare Weight |
|
Tare Weight |
The tare weight of the item. Tare Weight = Gross Weight – Net Weight |
|
Weight UOM |
The unit of measurement of weight. |
|
|
Help facility available |
|
Gross Volume |
The gross volume of the item. |
|
Volume UOM |
The unit of measurement of the volume. |
|
|
Help facility available |
|
No. of Pallets |
The number of pallets in which the item is stacked. |
|
Remarks 1 |
Any other additional details regarding the item. |
|
Remarks 2 |
Any other additional details regarding the item. |
Click the “Ship ” pushbutton to ship the selected pack slip.
The pack slip that is in “Issued” or “Reship” can only be shipped. The status is updated to “Shipped” on shipment.
The system retrieves the cost center associated with the pack slip from the “Cost Centre Rule Definition” business component.
The status of the pack slip is updated to “Shipped”.
Enter the following details 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 Contract No. |
The contract number of the agency.(Alphanumeric,150) |
|
Branch Details |
The branch details of the agency.(Alphanumeric,150) |
|
Remarks |
Any other remarks regarding the docket. |
Click the “Save Docket Information” pushbutton to save the docket information.
To proceed, carry out the following
Select the “Accounting Information” link at the bottom of the page to specify the accounting details.
Select the “Allocation Details” link at the bottom of to specify the allocation details of the items.
Select the “Item Serial No Details” link at the bottom of the page to specify the serial number details for the items.
Select the “View Item Allocation” link at the bottom of the page to view the allocation of the items.
Select the “Reverse Packslip” link at the bottom of the page to reverse the packslip.
Select the “Attach Notes” link at the bottom of the page to specify notes regarding the packslip.
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.
Create Pack Slip for Direct Invoice – An overview
|
|
This page allows you to create a pack slip without a reference document. The pack slip number can be entered manually or generated automatically by the system. You can specify the customer details for which the pack slip is created. You can specify the item details, shipping details and pack slip quantity. The status of the pack slip on creation is updated to “Open”.
You can also allocate and issue the pack slip that is created. The allocation of items specified in the pack slip is done from the “Allocation” business component. Based on the availability of the stock in the warehouse, the status of the pack slip line numbers are updated. If status of al the line number is “Allocated” then the pack slip can be issued.
You can also delete the pack slip. The pack slip that is on “Open” status can only be deleted. The status of the pack slip on deletion is updated to “Deleted”.
You can also save the pack slip details before shipping it. The pack slip that is in “Issued” or “Reship” status can only be shipped. The status of the pack slip on shipment is updated to “Shipped”.
Accounting information that is, analysis and subanalysis code should be defined for the combination of parameters that are passed from pack slip.
