Selecting the pack slip for allocation of materials

In this page you can select the pack slip for which the quantity is to be allocated. Tell me more

Select the “Allocate Materials for Pack Slip” link under the “Pack Slip” business component.

The “Select Pack Slip #” page appears.

The system displays the following:

Date Format

The format in which the date field is displayed in this page. This format is displayed from the "User Preferences" business component by default.

Enter the following in the “Direct Entry” group box, if you know the exact pack slip number:

Pack Slip #

The number identifying the pack slip to be allocated. (Alphanumeric, 40).

Click the “Allocate Material for Pack Slip” link provided alongside, to create the pack slip.

To search for a pack slip

Enter the following in the “Search Criteria” group box, to search for the pack slip:

Pack Slip #	The number identifying the pack slip to be allocated. (Alphanumeric, 40). You can enter the pack slip number in full, or specify it partially using the “*” character.
Customer #	The number identifying the customer who receives the goods.(Alphanumeric,18). You can enter the customer number in full, or specify it partially using the “*” character. The system retrieves.
Part #	The number identifying the part to be allocated. (Alphanumeric. 40). ). You can enter the part number in full, or specify it partially using the “*” character. The system retrieves all the parts.
Status	Use the drop-down list box to select the status of the pack slip. The system lists the options as “Confirmed” or “Allocated”. Leave this field as blank to retrieve the pack slip irrespective of the status.
Component #	The number identifying the component. (Alphanumeric. 40). ). You can enter the component number in full, or specify it partially using the “*” character. The system retrieves all the component numbers, which are similar to the number entered here. You can leave the field blank to retrieve the pack slip irrespective of the component number
User Status	Use the drop-down list box to select the user status of the pack slip. The system lists all the quick codes of the type “User Status” as defined in the ‘Create Quick Codes” activity of the current business component. Leave the field blank, if you do not wish to specify the user status.
Warehouse #	The number identifying the warehouse from which the part is being allocated. (Alphanumeric, 10). The system retrieves all the warehouse numbers, which are similar to the number entered here. You can leave the field blank to retrieve the pack slip irrespective of the warehouse number
Part Type	Use the drop-down list box to select the type of the part to be allocated. The system lists the options as “Component”, “Miscellaneous” “Expendables”, “Tool”, “Consumable”, “Raw Material” and “Kit”. Leave the field blank, if you do not wish to specify the part type
Reference Document #	The number identifying the reference document associated with the pack slip.(Alphanumeric,18). You can enter the reference document number in full, or specify it partially using the “*” character.
Ref Doc Type	Use the drop-down list box to select the type of the reference document associated with the pack slip. The system lists the options as “Customer Order” or “General”.

Note: The system displays “Customer Order” as the reference doc type for the “Customer Order Based“ pack slip, and “General” for the pack slip of type “Customer Goods” or “Part Sale”.

Pack Slip Ship Date From	The starting date, in the range of dates, from which the pack slip must be retrieved (Date Format).
Pack Slip Ship Date To	The starting date, in the range of dates, till which the pack slip must be retrieved (Date Format).

Click the “Search” pushbutton to retrieve the details in the multiline.

The system displays the following in the “Search Results” multiline:

Pack Slip #	The number identifying the pack slip.
Pack Slip Date	The date of the pack slip.
Shipment Date	The date on which the pack slip is to be shipped.
Status	The status of the pack slip.
User Status	The user defined status of the pack slip.
Customer Name	The name of the customer for whom the pack slip is created.
Ref Doc Type	The type of the reference document, which could be “Customer Order” or “General”.
Reference Document #	The number identifying the reference document associated with the pack slip.
Amendment #	The number identifying the latest amendment number of the reference document

Check the box in the “Select” column of the multiline, to mark pack slip for canceling the allocation.
Check the “Select All” box, if you wish to cancel all the pack slips that are listed in the “Search Results” multiline.

Note: At least one row must be selected for cancellation of the allocation.

To allocate, carry out the following

Click the hyperlinked “Pack Slip #” in the multiline, to allocate the pack slip.

To cancel the allocation, carry out the following

Check the box in the “Select” column of the multiline, to mark pack slip for canceling the allocation.
Click the “Cancel Allocations” pushbutton, to cancel the allocated pack slip.

Note: Only an “Allocated” status pack slip allocation can be cancelled.

The status of pack slip after canceling the allocation is updated as “Confirmed” and all the details pertaining to the confirmed status get re applied for the pack slip. The “Allocated Quantity” of the part gets de allocated .

Selecting the pack slip for allocation of materials – An overview

You can select the pack slip for which the quantity is to be allocated. If you know the pack slip number to be allocated, you can directly enter it. Otherwise you can carry out a search based on the pack slip number, customer number, part number, status, part type, warehouse number and the pack slip ship from and to date. Details such as the pack slip number, pack slip date, shipment date, customer name and the amended number of the pack slip getsdisplayed in the multiline.

You can also cancel the allocated pack slip by entering the pack slip number directly. Otherwise you can search for the pack slip, which you wish to cancel the allocation. On cancellation of the allocation the status of the pack slip gets re-updated as “Confirmed”.