Selecting a pack slip for modification
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You can select the pack slip for which you wish to modify the details. Tell me more
Select the “Edit Pack Slip” link under the “Pack Slip” business component.
The “Select Pack Slip #” page appears.
The system displays the following:
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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:
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Pack Slip # |
The number identifying the pack slip to be modified (Alphanumeric, 40). |
Click the “Edit Pack Slip” link provided alongside, to modify the pack slip.
To search for a pack slip
Enter the following in the “Search Criteria” group box, to search for the pack slip:
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Pack Slip # |
The number identifying the pack slip to be modified (Alphanumeric, 18). You can enter the pack slip number in full, or specify it partially using the “*” character. The system retrieves all the pack slip, which are similar to the number entered here. |
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Pack Slip Type |
Use the drop-down list box to select the type of the pack slip. The system lists the options as “Customer Goods”, “Customer Based Order” and “Part Sale”. Leave the field blank, if you do not wish to specify the part type. |
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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 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 |
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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. |
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Customer Name |
The name of the customer who receives the part (Alphanumeric, 25). |
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Part Type |
Use the drop-down list box to select the type of the part. 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. |
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Part # |
The number identifying the part to be shipped (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 |
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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 |
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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 |
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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”.
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Pack Slip Date From |
The starting date, in the range of dates, from which the pack slips must be retrieved (Date Format). |
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Pack Slip Date To |
The ending date, in the range of dates, till which the pack slips must be retrieved (Date Format). Ensure that the date entered here is greater than the “Pack Slip Date From” field. |
Click the “Search” pushbutton to retrieve the details in the multiline.
The system displays the following in the “Search Results” multiline:
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Pack Slip # |
The number identifying the pack slip retrieved by the system. |
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Pack Slip Date |
The date of the pack slip. |
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Pack Slip Type |
The type of the pack slip, which could be “Customer Goods”, “Customer Based Order” or “Part Sale”. |
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Status |
The status of the pack slip. |
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User Status |
The user-defined status of the pack slip. |
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Customer # |
The code identifying the customer who receives the part. |
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Customer Name |
The name of the customer who receives the part. |
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Ref Doc Type |
The type of the reference document, which could be “Customer Order” or “General”. |
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Reference Document # |
The number identifying the reference document associated with the pack slip. |
Check the box in the “Select” column of the multiline, to mark a pack slip for modification, confirmation or cancellation.
To proceed, carry out the following
Click the hyperlinked pack slip number in the multiline, to modify the pack slip details.
To confirm the pack slip
Click the “Confirm Pack Slip” pushbutton, to confirm the pack slip.
The system updates the status of the pack slip as “Confirmed”.
The system updates the status as “Allocated”, if the “Subsequent Action on Confirmation” is set as “Auto Allocation” in the “Set Options” activity.
The system updates the status as “Issued”, if the “Subsequent Action on Confirmation” is set as “Auto Issue” in the “Set Options” activity.
The system updates the status as “Shipped”, if the “Subsequent Action on Confirmation” is set as “Auto Shipment” in the “Set Options” activity.
To cancel the pack slip
Click the “Cancel Pack Slip” pushbutton, to cancel the pack slip.
The system updates the status of the pack slip as “Cancelled”.
Selecting a pack slip for modification – An overview
You can select the pack slip for which you wish to modify the details. If you know the exact pack slip to be modified, you can directly enter it. Otherwise, you can carry out a search based on the pack slip number, pack slip type, customer number, part type, warehouse number and the reference document type. Details such as the pack slip number, pack slip type, customer number, part type, warehouse number and the reference document type are displayed in the multiline.