Packaging management automated as part of the sales/purchase order packing slip update

Dawid Kaczmarek Updated by Dawid Kaczmarek

The process of updating a sales/purchase order with information of packaging information, can also be handled automatically as part of the "Posting packing slip" process. This is controlled by a general parameter for sales and a general parameter for purchase.

Parameters for automatic registration as part of "Posting packing slip" for sales/purchase, can be setup at: [Inventory management/Setup/Shipping packaging management/Shipping packaging management setup]

If no changes of the calculated packaging material are needed for the updated quantity when doing a packing slip update, the information on tab page Figure 28: Registration of packaging material as part of the

If the form is canceled without doing any posting, changes in the packaging information will also be aborted.

If setup, the registration of packaging material can be performed automatically for the expected packaging Id and quantity, as part of the "Packing slip posting".

To be able to handle amendments for the calculated shipping packaging for the current physical update, the two menu item buttons [ADD] and [Remove] will enable the user to add packaging types that are not part of the setup or to remove calculated packaging types:

The buttons have been added to both the purchase order and sales order packing slip posting forms.

Packaging update in multi order scenarios

When performing update of packing slip or delivery note for several sales/purchase orders at the same time, it will be possible also to automatically perform calculation and registration of packaging types and quantities for the orders in question.

The following multi update scenarios is supported:

Manual selection of multiple sales orders for packing slip update

Using the ‘Post packing slip’ job under Order shipping to update multiple sales orders

Manual selection of multiple purchase orders for product receipt update

Using the ‘Post product receipt’ job under Receiving products to update multiple purchase orders

Automatic selection of multiple sales orders according to registered load quantities for packing slip update

Automatic selection of multiple purchase orders according to registered load quantities for product receipt update

Packaging slip ‘Correct’ and ‘Cancel’ functionality and calculated packaging

For products NOT setup as Warehouse enabled (standard), there are on the forms ‘Packing slip journal’ (sales orders/RMA orders) and ‘Product receipt journal’ the function ‘Correct’ where you can reverse a part of the packing slip/receipt list updated qty, and the function ‘Cancel’ that reverses the entire updated qty.

The functionality to also calculate and post shipping packing has been added to both actions, so that the corresponding qty’s of shpiing packing are corrected/cancelled as well:

Embedded Image Embedded Image

To be able to handle this we have restructured how shipping packing qty’s are posted based on the reference types (sales, purchase, transfer…):

  • Sales orders à Shipped shipping packing is posted as ‘Outbound’ with a positive sign (+)
  • Sales orders - Correction/cancelled qty’s are posted as ‘Outbound’ with a negative sigh (-)
  • Sales return orders (RMA) à Returned shipping qty is posted as ‘Outbound’ with a negative sign (-)
  • Sales order returns (RMA) - Correction/cancelled qty’s are posted as ‘Outbound’ with a positive sign (-)
  • Purchase orders à Received shipping packaging is posted as ‘Inbound’ with a positive sign (+)
  • Purchase orders à Correction/cancelled qty’s are posted as ‘Inbound’ with a negative sign (-)
  • Purchase order returns à Returned shipping packaging is posted as ‘Inbound’ with a negative sign (-)
  • Purchase returns à Correction/cancelled qty’s are posted as ‘Inbound’ with a positive sign (-)

On the tab page Calculated packaging the calculated packaging for the chosen Quantity is shown, as all pages open when opening the form, we have added a ‘Recalculate’ button, so if you have changed the default value of ‘Quantity’ you can recalculate the corresponding shipping packaging qty before posting (same applies for packing slip/receipt list updates in purchase orders/return orders – NOTE : It will take the qty’s shown on the *Calculated packaging’ and post when updated, so make sure to recalculate if you have changed the update quantity prior to posting:

Embedded Image

How did we do?

Packaging management on sales return orders (RMA)

Reporting packaging without order reference

Contact