Shipping packaging management setup

Dawid Kaczmarek Updated by Dawid Kaczmarek

To control the behaviors of the module, there are some basic parameters that must be setup. These are found at [Inventory management / Setup / Shipping packaging management / Shipping packaging management setup].

Auto registration of shipping packaging

The shipping packaging management can be used by performing manually registration of packaging, by automatic registration or in a combination. When used in a combination, the automatic calculated type and qty of packaging can be changed and new packaging can be added manually before update, if needed.

The setup to activate automatic calculation for the different processes, can be found in [Inventory management / Setup / Shipping packaging management / Setup].

Figure 5: Autoregistration setup

Intercompany/Direct delivery

Path: Inventory management / Setup / Shipping packaging management / Shipping packaging management setup/Setup. When running in scenarios using intercompany and/or direct delivery in the order flows, and you want the packaging management setup to be inherited in the order chain, this can be activated here, you should mark it YES in the company you want it to inherit TO (the origin company). The elements that are inherited are: Qty’s and Packaging ID, nothing else, this is to ensure that the qty’s are the same throughout the chain if e.g. extra/less are registered or a packaging ID used not part of the default setup (NOTE: The ID must be in both companies though).

Figure 6: Intercompany setup

You can choose to exclude shipping packaging transactions of type ‘Pool’ from posting back through the chain to the origin company on direct delivery intercompany orders , so that these transaction only are posted in the company shipping finished goods on/in them, this would also be the company reporting the customer it has been sent to, enabling the POOL owner to invoice them.

Catch Weight

It is possible choose how the system calculates the quantity of shipping packaging for products with Catch Weight enabled. The calculation of packaging materials can performed be based on the inventory unit or on the catch weight unit. This is controlled by the Use Catch Weight in the calculation flag. The checkbox can be found in [Inventory management / Setup / Shipping packaging management / Setup].

Figure 7: Catch weight setup

When the Use Catch Weight in the calculation flag is set to:

  1. Yes - the calculation is based on the catch weight unit.
  2. No - the calculation is based on the inventory unit.
Figure 8: CW unit and inventory Unit on the sales order line

Note: This is also related to the paragraph: Order line unit field on packaging setup

Return orders

When doing corrections (positive) to the shipping packaging of type ‘Invoiceable’ posted against a RMA order, that creates an order line (if you have posted to much returned from the customer) it is not possible (standard) to create a positive line qty on a RMA order, so in order to be able to do it, you have to setup a disposition code (of Action ‘Return to customer’) in the SPM parameters, to allow this.

When doing corrections (positive) to the shipping packaging of type ‘Invoiceable’ posted against a RMA order, that creates an order line (if you have posted to much returned from the customer) it is not possible (standard) to create a positive line qty on a RMA order, so in order to be able to do it, you have to setup a disposition code (of Action ‘Return to customer’) in the SPM parameters, to allow this.

Figure 9: Return order setup

Number sequence for shipped/received packaging

To track the packaging contained on various sales and purchase order packing slips and transfer orders, a number sequence must be defined for shipping notes. There is a separate number sequence for customers, vendors, and transfer orders. All can be setup using the same, but for tractability it is strongly recommended to use separate number sequences for each type.

Shipping notes are used as the basis for the registration of packaging. It also holds information of created date/time for the record, as well as manually added information for the shipping note.

Number sequence for shipping notes can be setup at [Inventory management / Setup / Shipping packaging management / Shipping packaging management setup - Number sequences].

Figure 10: Packaging shipping notes number sequence for Purchase and sales orders

How did we do?

Packaging management as part of transfer journals

Reporting packaging transactions to a pool owner

Contact