Pack According to Packing Instruction
Explanation
This activity is used to automatically pack parts into the handling units
according to a packing instruction defined for the part or handling unit type.
In inventory this activity can be triggered manually for stock records that
have a quantity available. It is possible to define packing of one or several
stock records at the same time. One packing instruction will be applied at a
time. When applied on inventory part in stock records the part will first be
packed according to handling unit capacity for the handling unit type defined on
the lowest level in the choosen packing instruction. Then the parent levels in
the packing instruction is applied, creating new handling unit structures
according to the packing instruction definition. It is also possible pack
according to packing instruction for existing handling units. The packing
instruction is then used to create additional parent levels in the handling unit
structure according to the packing instruction definition.
For shipments this activity can be executed either manually per
shipment, manually for all shipments connected to a consolidated shipment,
or
automatically in the shipment flow. Whether or not to automatically pack according to packing
instruction, is
controlled by the shipment type of the shipment. In the shipment type, it can be
defined that pack according to packing instruction should be performed at the execution of a main
activity in the shipment flow e.g. reservation, report picking, delivery.
A consolidated shipment is defined as one
departure of several shipments from the specified site, to all the delivery
addresses of the connected shipments. When triggered from the consolidated
shipment, the pack according to packing instruction
is executed for all connected shipments. It is also possible pack
according to packing instruction manually on a shipment for existing handling
units. The packing instruction is then used to create additional parent levels
in the handling unit structure according to the packing instruction definition.
Prerequisites
- A packing instruction must exist and must have been defined in the
shipment line record.
- For inventory, the part to be packed must have handling unit = 0 and
have a quantity available. Pack according to packing instruction must be
applied on records being stored in the same location.
- When packing according to packing instruction is applied on handling
unit level, all the handling unit types for which the packing instruction is
applied must be defined on the lowest level on the packing instruction. Also
these handling units must be top level handling units (withouts handling
unit parent).
System Effects
- The parts or handling units are packed into handling unit structures as specified in the packing
instruction.
Window
Inventory Part In Stock
Handling Units in Stock
Receipt
Handling Units In Receipt
Shipment
Consolidated Shipment
Consolidated Shipments
Related Window Descriptions
Inventory Part In Stock
Handling Units in Stock
Receipt/Detail
Handling Units In Receipt
Shipment
Shipment/Handling Unit
Structure/Unattached Shipment Lines
Consolidated Shipment
Consolidated Shipments
Procedure'
From Inventory Part In Stock window (applied on parts):
- Open the Inventory Part In Stock
window.
- Query for then inventory part in stock records to be packed. Note that
only records with qty available >0 will be possible to attach to a handling
unit.
- Select the record(s) you want to attach, right-click and then
click Pack According to Packing Instruction.
- In the dialog box that appears, enter which packing instruction that
should be applied. In the lower part of the dialog enter the quantity per
part record for which the packing should be applied. Click OK.
- The record(s) attached/packed to handling unit(s) updates the stock
records regarding availability quantity and new inventory part in stock
records for the lowest level in the handling unit structure are created for
the packed parts.
- Click OK when asked to view the created handling
unit(s). Then the Handling Units in Stock window
is opened with the created handling unit(s).
- The complete handling unit(s) with structures content can
be viewed in the Handling Unit window.
From Handling Units in Stock window (applied on handling
units):
- Open the Handling Units in
Stock
window
- Query for handling unit(s) being stored in the same location. Note that
the strucuture level must be 1 in order to be able to pack according to
packing instruction.
- Select the record(s) you want to attach, right-click and then
click Pack According to Handling Unit Capacity.
- On the dialog box that appears, enter which packing instruction that
should be applied. In the lower part of the dialog the handling units to be
packed are shown. Click OK.
- New handling units are created and applied as parents to the previosly
selected handling units. The complete handling unit structures can be seen
in the Handling Unit and the
Handling Units in Stock window.
From Shipment
window (applied on parts)
To manually pack according to packing instruction on a shipment:
- Open the Shipment
window and search for the required shipment.
- In the handling unit structure, select the shipment ID.
- Click the Unattached Shipment Lines tab.
- Right-click and then click Pack According to Packing Instruction.
- The parts on the selected shipment lines are
packed according to the packing instruction defined on
the unattached shipment lines.
Optionally:
- Open the Shipment
window and search for the required shipment.
- Right-click and and then
click Pack According to Packing Instruction.
- All unattached shipment lines on the
shipment are packed according to the packing instruction defined on the
unattached shipment lines.
To automatically pack according to packing instruction:
- Execute a main activity in the shipment flow e.g.
reservation, report picking, delivery.
- If
a Packing instruction is defined
on the
source
line it will be executed, if the main
activity has Pack according to packing
instruction defined as an optional event in the shipment type.
To manually pack according to packing instruction for all
shipments connected to a consolidated shipment:
- Open the Consolidated Shipment window or the
Consolidated Shipments
window.
- Search for the consolidated shipment for which you want to
pack according to packing instruction for all connected shipments.
- Right-click and then click Pack According to Packing Instruction.
- All unattached shipment lines on the shipments
connected to the consolidated shipment, are packed according to the packing
instruction defined on the unattached shipment lines.
From Shipment
window (applied on handling units)
To manually pack according to packing instruction on a shipment for handling
units:
- Open the Shipment
window and search for the required shipment.
- In the handling unit structure, select the shipment ID.
- Click the Handling Units Structure/Handling
Units tab.
- Select the top node handling units for which the packing instruction
should be applied.
- Right-click and then click Pack According to Packing Instruction.
- In the dialog box that appears, enter which packing instruction that
should be applied. In the lower part of the dialog the handling units to be
packed are shown. Click OK.
- New handling units are created and applied as parents to the previosly
selected handling units. The complete handling unit structures can be seen
in the handling unit structure on the shipment.