Process Staged Pack Slip

This page allows you to process a pack slip that is in “Staged” status. Tell me more.

Select the “Process Staged Pack Slip” link at the bottom of “Select Pack Slip” page.

The “Process Staged Pack Slip” page appears.

The system retrieves and displays the following pack slip details for a given pack slip number:

Pack Slip For	The reference document type based on which the pack slip is created.
Status	The status of the pack slip.
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 a sales/stock transfer order/ consig. sales order/COD sales order/sales return are 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.
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.

Enter the following field detail in the “Customer Information” group box:

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.
Item Code	The code identifying the item.
Variant Code	The code identifying the item variant.
Pack UOM	The unit of measurement of the item in the pack slip.
Warehouse Code	The code identifying the warehouse from which the goods must be dispatched.
Pack Slip Qty.	The quantity of item specified in the pack slip.
Pack Slip Issued Qty.	The quantity of item that is issued from the pack slip quantity.
Issued To	The location to which the goods are issued to. For example: The Packing Bay, the Shipping gate 1.
Staged Qty.	The staged quantity of the item. This quantity represents as a difference between pack slip quantity and pack slip issued quantity.
Allocation Method	The method in which the items specified in the pack slip is allocated in the warehouse. It can be “LIFO”, “FIFO”, “Maximum Zone/Bin”, “Minimum Zone/Bin”, “Expiry Date”, “Lot for Lot” or “Manual”.

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

Pack Slip Allocated Qty.

The quantity of item that can be allocated for dispatch from the pack slip quantity. (Integer). This quantity should be less than pack slip quantity.

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

Allocable Qty.	The quantity that is available in the warehouse, which is allocable. This is the maximum qty that can be allocated.
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.
Attribute Based Allocation	To indicate if attribute based allocation of the item specified in the pack slip is allowed or not. It can be either “Yes” or “No”.
Line Status	The status of the line to indicate if the pack slip quantity is to be allocated or not. The system displays “Unallocated” by default on launch of the page.
Credit Status	The status of the bill to customer for whom the pack slip is raised. Based on the credit status, the issue of materials can be stopped for a particular line.

Check the box in the “Select” column of the multiline to select the order number.
Click the “Allocate & Issue Pack Slip” pushbutton to allocate and issue the selected pack slip.

The system first checks if the pack slip allocation quantity is available in the respective warehouse. If available then the allocation is done based on the method specified for each line. If the allocation method selected is “Manual” then no allocation is done and the status is updated to “Partially Allocated” and for all the other lines the status is updated to “Unallocated”.

If the allocation method selected is “Manual” then the system checks if the pack slip allocated quantity for that line is available as stock in the warehouse.

The system retrieves the “Allocable Quantity” for each line from the respective warehouse.

The system issues the pack slip having the line status as “Allocated” for the allocated quantity.

Click the “Unstage Pack Slip” pushbutton to unstage a staged pack slip.

The system checks if the pack slip status is "Staged". The status of the pack slip on issue is updated to “Issued” and the value of the staged quantity is set to zero or null.

Process Staged Pack Slip – An overview

You can allocate and issue the selected pack slip or unstage a staged pack slip. For a selected pack slip number all the customer and item information is retrieved and displayed. You can enter the quantity that is to be allocated for dispatch from the pack slip quantity. The system checks for the availability of the stock in the warehouse. If the stock is available, then the line status is updated to “Allocated”. A line number with “Allocated” status and ship partial set to “Yes” can be issued. If the stock is not available then the status is updated to “Partially Allocated” for the line number.

You can also unstage a pack slip that is in “Staged” status. The status of the pack slip on issue is updated to “Issued” and the staged quantity value is set to zero or null.