10.3.4. Packaging

Packaging is the process through which the delivered products and their associated shipment documents are grouped using a package. A package is composed of shipped products and wrappers.

Packaging involves the following actions:

1. Defining a Package

2. Adding Products to the Package

3. Selecting Wrappers for the Packaged Products

4. Printing Package Notes

5. Generating Wrapper Orders

Defining a Package

The Generate Package window, located in the Quote-to-Invoice -> Shipments menu, is used to define packages. The following fields are available:

• Business Partner, Partner Location - customer and address where the package is delivered;

• Wrapper - main wrapper used for the package;

• Mean of Conveyance - mean of conveyance used for package delivery. Details in Means of Conveyance;

• Generate Package Lines button - is used to link shipment lines to the package;

Reference section:

• Order - displays the wrapper order generated for the package;

The Status section displays information about the package document:

• Document Status - displays the current document status:

  • "Drafted" - the document is being defined. Can be edited or deleted;

  • "Completed" - the document has generated its effects within the system. Can no longer be edited or deleted;

  • "Closed" - no other document action can be applied. Closed documents cannot generate other documents. Closing a document is only possible if no associated unprocessed documents exist;

• Document Action button - used to change the document status. Available actions are: "Complete" and "Close"

• Processed - indicates that the document has been completed;

Adding Products to a Package

Adding products to a package is done by allocating shipment lines to the package, using the Allocated Shipments tab, by adding new records or by using the Generate Package Lines button.

When using the Generating Package Lines, to display a list of shipments lines to choose from, the following selection filters are available: Business Partner, Volume, Movement, Date, Document Number and Order Reference.

Press the Refresh button to display the available shipment lines, not yet packaged, using the selection filters above. Select (check) the shipments from the list.

For each shipment line the wrapper and quantity can entered. The wrapper and quantity initial values are determined by previous selections. Press Ok to allocate the shipment lines and their associated wrappers to the package.

The Allocated Shipments tab is used to manage allocated shipment lines and their associated wrappers. The following fields are available:

• Shipment/Receipt, Line - reference to the shipment line;

• Order, Business Partner, Product, Movement Date, etc. - information taken from the shipment line;

The Reference section contains package information.

Wrapper Selection

To any package "Wrapper" type products can be added. This is done by using the Generate Package Lines process or by adding new records:

• in the Allocated Shipments tab -> Wrappers tab - allocated to a product;

• in the Master Wrapper tab - without any product allocated;

The Master Wrapper tab is used to enter package wrappers with no product allocation. The following fields are available:

• Wrapper - wrapper type product;

• Quantity - wrapper quantity;

The Reference section contains package information.

The Wrappers tab is used to enter package wrappers with product allocations. The following fields are available:

• Wrapper - wrapper type product ;

• Quantity - wrapper quantity;

The Reference section contains package and shipment line information;

Printing Package Labels

For any package a label can be printed using the following structure:

• Information from the Package window;

• Details from Master Wrapper tab;

• Details from the Allocated Shipments;

• Details from the Wrappers tab;

Generating Wrapper Orders

The Generate Orders From Package process, located in the Quote-to-Invoice -> Shipments menu, is used to generate orders for the wrappers selected when defining the package. Before running the process you can specify the following parameters:

• Document Date, Business Partner, Mean of Conveyance, Wrapper, Packing - selection filters for the packages based on which wrapper orders will be generated. Only packages for which no order has be generated will be selected;

• Warehouse - warehouse from where the wrappers will be delivered;

• Document Status - will determine the document status for the generated order: "In Progress" or "Completed";

• Document Type = "Warehouse Order";

After running the process orders will be generated for the wrappers contained by the selected packages, by the following rules:

• An order will be generated for each customer, using package information and process parameters;

• The order details will contain the package wrappers selected in the Wrappers and Master Wrapper tabs, grouped by product and with total quantity.