Allocating materials for pack slip

This page allows you to allocate materials to a pack slip. You can also modify the quantity of the parts to be allocated. You can specify the warehouse from where the part can be allocated. The status of the pack slip on allocation is updated as “Allocated”.

Select the “Allocate Materials For pack Slip” link in the “Select Pack Slip #” page. Alternatively, select the hyperlinked pack slip number in the multiline of the page.

The “Allocate Materials For pack Slip” page appears.

The system displays the following:

Date Format

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

The system displays the following field in the “Pack Slip Details” group box:

Pack Slip #	The number identifying the pack slip, for which material is to be allocated.
Status	The status of the pack slip, which would be “Confirmed”.
Shipment Date	The date of shipment of the pack slip.

Enter the following field in the “Pack Slip Details” group box:

User Status

Use the drop-down list box to select the user status of the pack slip. The system lists all the active quick codes of the type “User Status” defined in the ‘Create Quick Codes” activity. Leave the field blank, if you do not wish to specify the user status.

The system displays the following field in the “Pack Slip Details” group box:

Pack Slip Type

The type of the pack slip, which could be “Customer Goods” or “Customer Order Based ” or “Part Sale”.

The system displays the following field in the “Customer Information” group box:

Customer #	The code identifying the customer.
Customer Name	The name of the customer.

The system displays the following field in the “Reference Document Details” group box:

Ref Doc Type	The type of the reference document, which could be “Customer Order” or “General”.
Ordering Point	The organization unit or location where the customer order is placed.
Reference Document #	The code identifying the reference document that is associated with the pack slip.
Amendment #	The latest amendment number of the reference document
Document Date	The date of the reference document.

Note: For the “Customer Order Based” pack slip the customer order date would be the “Document Date”

Other References

Any other additional reference document pertaining to the creation of the pack slip.

Zoom facility available.

The system displays the following field in the “Part Details” multiline:

Line #	The unique number generated by the system, to identify the row in the multiline.
Part #	The number identifying the part to be allocated.
Customer part #	The customer part number
Condition	The condition of the part which could be 'New' or 'Over Hauled' or 'Serviceable' or 'Un-Serviceable' or 'Phased Out'.
Stock Status	The status of the stock.

Enter the following field in the “Part Details” group box to create the pack slip details:

Warehouse #

The number identifying the warehouse from which the part is being allocated. (Alphanumeric, 10). The warehouse must be in “Active” status in the “Storage Administration” business component.

Help facility available.

The system displays the following field in the “Part Details ” multiline:

Pack Slip Quantity

The quantity of the part.(Numeric,29).

Enter the following field in the “Part Details” group box:

Allocated Quantity

The quantity of the part to be allocated to the customer from the respective warehouse (Integer).

Note: Ensure that the “Allocated Quantity” is less than or equal to the “Pack Slip Quantity”.

UOM

The unit of measurement for the part (Alphanumeric, 10).

Help facility available.

Note: Ensure that the “UOM” of the part is in “Active” status as defined in the “Unit of Measurement“ business component.

The system displays the following field in the “Part Details” multiline:

Picking Strategy

The strategy by which the parts are to be picked from the warehouse for allocation

Enter the following field in the “Comments” group box:

Allocation Comments

Any other additional information pertaining to the allocation of pack slip.(Alphanumeric, 255).

Zoom facility available.

Check the box in the “Select” column of the multiline, to mark a part number for allocation or to enter the storage details.

To allocate, carry out the following

Click the “Allocate Materials” push button, to allocate materials for the pack slip.

The system updates the status of the allocated pack slip as “Allocated” and the “Allocated Quantity” of the parts gets allocated.

To modify the quantity details, carry out the following

Check the box in the “Select” column of the multiline, to mark the part whose quantity is to be modified.
Click the “Edit Quantity details” pushbutton, to modify the quantity of the part to be allocated.

Note: To modify the quantity details ensure that the pack slip is not in “Allocated “ status.

To proceed, carry out the following

Select the “Edit Storage details ” link at the bottom of the page, to enter the storage details of the allocated quantity of the part for the pack slip.
Select the “Edit References Details” link at the bottom of the page, to modify the reference details pertaining to pack slip.

What you can do in this page

Specify the warehouse and quantity of the part for allocation

Modify the quantity to be allocated

Specify the warehouse and quantity of the part for allocation

You can specify the warehouse from where the requested part is to be allocated.

Enter the warehouse number in the “Part Details” multiline.
Enter the allocated quantity of each part.
Click the “Allocate Materials” pushbutton.

Modify the quantity to be allocated

You can modify the quantity of the requested part to be allocated. The modified allocated quantity should be less than the requested or the pack slip quantity.

Enter the modified quantity of the part to be allocated in the “part Details” multiline.
Click the “Edit Quantity Details” push button.