Imported items and primary packaging

Peter Kure Bek-Thorngreen Updated by Peter Kure Bek-Thorngreen

Imported items and primary packaging

Setup and worked example for purchased products

Purpose and scope

This guide explains how to describe the primary packaging of an imported or purchased item so that the packaging material can be calculated when the item is later shipped to a customer.

In the current version, the primary-package line on a shipping note is generated from the customer packing slip, item setup, packaging group, and unit conversion. It is not generated as a separate inbound purchase-receipt calculation.

Required setup

  • Packaging materials and package definitions are complete.
  • The imported product exists as a released product.
  • The customer delivery address has the packaging group used by the rule.
  • A valid product unit conversion exists when the sales unit differs from the setup unit.

Set up the package item

If a released product represents packaging and is also used in BOM or production flows, mark it as a primary-package item.

1. Open Product information management > Products > Released products.

2. Open the packaging product.

3. On the Sales tab, locate ESG Packaging.

4. Set Primary package item to Yes.

5. Select Primary package material.

6. Save the product.

Use carefully: Do not mark ordinary imported finished goods or raw materials as Primary package item. This flag is for products that genuinely represent packaging.

Define the imported item primary-package rule

1. Open the imported released product.

2. Select Primary package from the action pane under product -> Shipping packaging.

3. Create a header for Item number, Packaging group, and Unit.

4. Create a line and select the required Packaging ID.

5. Enter Quantity and select the Quantity type used by your packaging convention.

6. Add further package lines if the item uses more than one primary package.

7. Save the setup.

Field

How it is used

Item number

Imported item that will be shipped.

Packaging group

Selects the correct rule based on the shipping-address setup.

Unit

Quantity unit used by the rule and unit conversion.

Packaging ID

Primary package required for the item.

Quantity

Number of packages required per product quantity.

Quantity type

Interpretation supplied by Shipping Packaging Management.

Worked example: imported olive oil

Scenario: Item OIL-750 is purchased from a supplier as a finished product. Each sales unit is one 750 ml glass bottle. The company wants the bottle material to appear as primary packaging on the outbound shipping note.

Setup area

Example value

Material

GLASS, simple material

Package definition

BOTTLE-750

Material on package

0.40 kg GLASS per bottle

Imported item

OIL-750

Packaging group

RETAIL

Rule unit

ea

Primary package line

BOTTLE-750, quantity 1

User flow

  1. Create GLASS in Packaging material setup.
  2. Create BOTTLE-750 as Packaging type
  3. Assign GLASS, 0.40 kg, to BOTTLE-750.
  4. Open OIL-750 and create a Primary package rule for packaging group RETAIL and unit ea.
  5. Add BOTTLE-750 with quantity 1.
  6. Confirm that the customer delivery address uses packaging group RETAIL.
  7. Post a packing slip for 120 ea of OIL-750 and assign the Packing slip ID to the sales shipping note.
  8. Review the Packaging material tab.

Expected result: The shipping note contains a Primary line representing 120 bottles and 48 kg of glass, based on 120 x 1 bottle and 0.40 kg per bottle.

Calculation and controls

Primary package quantity = packing-slip quantity x package-line quantity. If units differ, Dynamics 365 performs product unit conversion before applying the rule.

  • The item and packaging group must match the rule.
  • The package definition must have a Material ID.
  • Changing the Packing slip ID triggers primary-material generation.
  • If setup is corrected after the packing slip was selected, reassess the shipping note in a test-safe manner before retriggering generation.

Troubleshooting

Issue

Check

No Primary line

Sales shipping note, Packing slip ID, item rule, packaging-group match, and package Material ID.

Wrong quantity

Rule quantity, Quantity type, packing-slip quantity, and unit conversion.

Wrong material

Material ID and Material composition on the package definition.

Duplicate-looking lines

Compare Packaging type. Shipping and Primary lines can legitimately coexist.

How did we do?

General setup

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