Reverse_Packslip

Reverse Pack Slip

This activity allows the reversal of pack slips for all types of Sale order and Stock Transfer order. This activity allows you to reverse pack slips that are in the following statuses – Issued, Shipped, Staged, Shipped-COD and Pending for Excise. The status of the pack slip will be updated as “Open” on reversal. The financial postings will be reversed accordingly due to the reversal of pack slip. The disposition entries will also be updated according to the pack slip reversal. In the case of Lot and Serial controlled items, Lot and Serial history tables gets updated according to the pack slip reversal.

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

The “Reverse Pack Slip” page appears.

Enter the following field details in the “Search Criteria” group box to search for the pack slip that you want to reverse:

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.
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” or “Cust. MTL. Request”.
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.
Pack Slip Date To	The ending date in the range of dates until 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.
Status	Use the drop-down list box to select the status of the pack slip, which is to be reversed. You can select from “Issued”, “Shipped-COD”, ”Pending for Excise”, “Staged” or “Shipped”.
Order No. From	The starting number in the range of order 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 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 orders starting from the first order number till the order number specified in the “To” field.
Order No. To	The ending number in the range of order numbers until which the details are to be retrieved (Alphanumeric, 18). The system lists all the 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.
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.
Ship To Customer	The code identifying the customer to whom the goods must be shipped (Alphanumeric, 18).
Ship to Id.	The customer ID to which the goods must be shipped (Alphanumeric,10).
Order From Customer	The code identifying the customer from whom the order is received.(Alphanumeric,18).
To-Ship Date From	The starting date in the range of To-Ship 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.
To-Ship Date To	The ending date in the range of To-Ship dates until 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 “To-Ship Date From” field.
Bill to Customer	The code identifying the bill to customer to whom invoices are to be sent (Alphanumeric, 18).
Warehouse Code From	The starting code in the range of warehouse codes for which the pack slip details are to be retrieved.(Alphanumeric,10).
Warehouse Code To	The ending code in the range of warehouse codes until which the pack slip details are to be retrieved.(Alphanumeric,10).
Project Code	A unique code identifying the project for reversing the packslip.
Shipment Mode	Use the drop-down list box to retrieve the shipment mode of the goods. The combo is loaded with values “Any”, “Air”, “Cycle”, “Rail”, “Road” and “Ship”. The system displays “Any” by default on launch of the page.
Carrier Code	The code identifying the carrier of the goods.(Alphanumeric,20).

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.
Pack Slip Status	The status of the pack slip.

Enter the following in the “Search Results” multiline:

Reason Code

The code identifying the reason for reversal of the pack slip. (Alphanumeric,10). Mandatory.

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

Description	The description of the reason code.
Order No.	The number identifying the order.
Ship to Customer/ Receiving Point	The code identifying the customer or the receiving point where the goods should be shipped.
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 delivery area to which the goods should be dispatched.
Shipment Mode	The shipment mode through which the goods are dispatched.
Carrier Code	The code identifying the carrier of the goods.
Reversal No.	The number that identifies the pack slip reversal. This number is generated on clicking the “Reverse Pack Slip” pushbutton. This number is generated based on the numbering type selected.

Enter the following:

Reversal Date

The date of reversal of pack slip.(Date format).This date should be earlier than or equal to system date. Also this date should be later than or equal to the pack slip issued date but not earlier than the pack slip issued date.

The system displays the following:

Status	The status of the pack slip which would be “Open”.
Auto Generated Packslip No	The number identifying the packslip.On clicking the "Reverse Pack Slip" pushbutton , the original packslip status will get updated to 'Reversed' and a new Packslip will be automatically generated in 'Open' status.
	Hyperlink available.
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 values for the fields “Project Code”, “Project Description” and “Created At” are displayed in the multiline when the packslip is associated with the project.

Check the box in the “Select” column of the multiline to select the pack slip for reversing.
Click the “Reverse Pack Slip” pushbutton to reverse the selected pack slip.

The status of the pack slip is updated to “Open”.

On Reversal of Pack slip the following updation happens,

Stock Updation:

From stock maintenance, the stock for the item – variant is added on reversal. For catchweight items, depending on whether the alternate quantity is positive or negative or zero, the alternate quantity balance is updated by increasing, decreasing or not affecting the quantity respectively.

Lot Updation:

On reversal of Pack slip document, if the item is Lot controlled item, then the Lot history in the Lot Management component is updated.

Serial Updation:

On reversal of Pack slip document, if the item is Serial controlled item, then the Serial history in the Serial Management component is updated.

Sale Order Updation:

On reversal of shipped pack slip, sale orders / stock transfer orders will be updated to “Authorized” status from “Closed” status.

Disposition Updation:

Disposition entries will get updated accordingly that is the firm demand that got knocked off during Pack slip issue will have to be recreated again for the reversed quantity.

Sales Return Generation:

On Pack slip reversal, an automatic return transaction to the tune of Pack slip reversed quantity will be generated. Irrespective of the costing method of the item, items will be returned in the same rate as it was issued.

Financial Updation:

On reversal, the financial postings will also get reversed accordingly based on the type of order against which pack slip was reversed.

Note: For COD – Sale order, reversal is not possible if Receipt Acknowledgement is authorized.

For Consignment sale order, reversal is not possible if Receipt Acknowledgement is authorized for any of the line items of pack slip.

For Stock transfer order, reversal is not possible if Stock Transfer Note is authorized.

For COD – Sale Order/Consignment Sale order, during receipt acknowledgement authorization it checks for Pack slip-Pack slip reversal number combination. If there is a mismatch between the created combination and authorizing combination then the receipt acknowledgement need to be deleted and cannot be authorized

For Stock transfer order, during stock transfer note authorization it checks for Pack slip-Pack slip reversal number combination. If there is a mismatch between the created combination and authorizing combination then the stock transfer note need to be deleted and cannot be authorized