Selecting the pack slip for issuing materials

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

Select the “Issue 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 issued. (Alphanumeric, 40).

Note: Only the pack slip in “Allocated” status can be issued.

Click the “Issue Materials for Pack Slip” link provided alongside, toissue material for 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 issued (Alphanumeric, 18). You can enter the pack slip number in full, or specify it partially using the “*” character.
Customer #	The number identifying the customer to whom the part is issued (Alphanumeric,18). You can enter the customer number in full, or specify it partially using the “*” character. The system retrieves the “Active” customer numbers defined in the “Customer“ business component which are similar to the number entered here for the customer who have pack slips
Part #	The number identifying the allocated part to be issued (Alphanumeric. 40). ). You can enter the part number in full, or specify it partially using the “*” character. The system retrieves all the part numbers, which are similar to the number entered here. You can leave the field blank to retrieve the pack slip irrespective of the part number
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” 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 shipped. (Alphanumeric, 10). The system retrieves all the warehouse, 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 allocated part to be issued. 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. You can leave the field blank to retrieve the pack slip irrespective of the reference document number
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 ending date, in the range of dates, till which the pack slip must be retrieved.(Date Format).

Note: The “Pack Slip Ship Date To” is greater than “Pack Slip Ship Date From”.

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

Note: The system retrieves only those pack slips, which are in “Allocated” status.

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

Pack Slip #	The number identifying the pack slip.
Pack Slip Date	The date of creation of the pack slip.
Shipment Date	The date on which the pack slip is to be shipped.
Status	The status of the pack slip, which would be “Allocated”.
User Status	The user defined status of the pack slip.
Customer Name	The name of the customer who receives the part.
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 amended pack slip.

Check the box in the “Select” column of the multiline, to mark pack slip for issuing or canceling the allocation.
Check the “Select All” box, if you wish to cancel the allocation of 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 issue carry out the following

Click the hyperlinked “Pack Slip #” in the multiline, to issue 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” pack slips allocation can be cancelled.

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

Selecting the pack slip for issuing materials – An overview

You can select the pack slip for which the allocated quantity is to be issued. You can issue the material for the pack slip only if the pack slip is in “Allocated “ status. If you know the pack slip number to be issued, you can directly enter it. Otherwise, you can carry out a search based on the pack slip number, customer number, part number part type, warehouse number and the pack slip ship from and to date. Details such as the pack slip number, pack slip date, status shipment date, customer name and the amend number of the pack slip gets displayed in the multiline.

You can also cancel the allocated pack slip. A pack slip in “Allocated” status alone can be considered for cancellation. On cancellation, the status of the pack slip is updated as “Confirmed”.