Modifying the pack slip

This page allows you to modify the pack slip details. You can modify only those pack slips, which are in “Fresh” status. In this activity, you are also provided with the option of confirming or canceling the pack slip. The status of the pack slip gets updated as “Confirmed” or “Cancelled” depending on the action performed.

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

The “Edit Pack Slip” page appears.

The system displays the following:

Date & Time Format

The format in which the date and time 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 to be modified.

Enter the following field in the “Pack Slip Details” group box to modify the pack slip details:

Pack Slip Category

Use the drop-down list box to select the category to which the pack slip belongs. The system displays all the categories defined in the “Create Quick Codes” activity in the current comp. Leave this field blank if you do not wish to assign a category to the pack slip.

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

Status

The status of the pack slip to be modified, which would be “Fresh”.

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 quick codes of the type “User Status” 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.

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”, “Customer Order Based” or “Part Sale”. This field is updated by the system, depending on whether the pack slip is created for customer goods, customer order or sale of parts.
	Customer Goods – When the customer-owned goods or parts are returned. Customer Order Based – When the serviced goods are returned to the customer. Part Sale – When parts are directly sold to the customer.

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

Invoice Applicable

Use the drop-down list box and set the field to “Yes”, to indicate that the invoice is applicable on the pack slip. Select “No”, if invoice is not applicable for the pack slip.

Note: You cannot set this field to “No”, for a pack slip created for sale of parts.

Pack Slip Date	The date of the creation of the pack slip.(Date Format). Ensure that entered pack slip date is defined in the “User Preferences” business component.
Shipment Date & Time	The date and time of shipment of goods.(Date Format). Ensure that entered date is defined in the “User Preferences.

Note: Ensure that the shipment date is greater than or equal to the pack slip date.

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

Customer #	The code identifying the customer on whom the pack slip is created.
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”.

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

Enter the following field in the “Reference Document Details” group box:

Reference Document #

The code identifying the reference document that is associated for the pack slip.(Alphanumeric, 40)

Note: The reference document # is mandatory for the pack slip, if the process parameter “Reference Document # for Pack Slip” under the category “Pack Slip” in the Set Inventory Process Parameters activity of Logistics Common Master is ‘1’. On the contrary, you may not specify this field. if the process parameter is ‘0’. 2) For a customer order-based pack slip, the reference document number is the same as the customer order number and it cannot be modified.

Document Date	The date of the reference document.(Date Format).
Ordering Point	Use the drop-down list box to select the location where the customer order is placed.
Other References	Any other additional reference document pertaining to the creation of the pack slip (Alphanumeric,255).

Enter the following fields in the “Ship To Address Details” group box:

Ship To Customer #	Use the drop-down list box to select the customer to whom the goods are to be shipped. The system lists all the active customer numbers as defined in the “Customer” business component.
Ship To Address	Use the drop-down list box to select the address id where the good is to be shipped.
Address	The detailed address or the exact location of the customer to whom the goods is to be shipped.(Alphanumeric,40). Zoom facility available.
Contact Person	The person to be contacted on the delivery of the goods.(Alphanumeric,80).
Work Phone #	The telephone number of the contact person (Alphanumeric, 30)..
E-Mail	The electronic mail identity of the contact person or loacation (Alphanumeric, 60).
Fax	The fax number of the contact person (Alphanumeric, 40)..

The system displays the following field in the “Ship To Address Details ” group box:

Delivery Area

The area or the location where the goods are to be delivered.

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.

Enter the following fields in the “Part Details” multiline:

Part #

The number identifying the part to be shipped. (Alphanumeric. 40). The part must be in “Active” status and set as “Allocable” in the “Part Administration” business component.

Help facility available.

Note: For the “Customer Order Based Pack Slip” the “Part #” would refer to the parts referred in the selected customer order

Customer part #	The customer part number (Alphanumeric, 40). Help facility available.
Condition	Use the drop-down list box to select the condition of the part. The system displays the options as 'New', 'Over Hauled', 'Serviceable', 'Un-Serviceable' and 'Phased Out'. The system displays “Serviceable” by default.
Stock Status	Use the drop-down list box to select the user defined stock status of the pack slip.
	For “Customer Goods” pack slip the system lists all the active user defined statuses for which the “Customer Owned” attribute is set as “Yes” and the transaction type “Direct Customer Goods Packslip” is set as “Applicable” in the “User Defined Stock Status” business component.
	For “Customer Ordered Based Packslip” the system retrieves all the active user defined statuses for which the “Customer Order Based Packslip” attribute is set as “Yes” and the transaction type “Customer Order Based” is set as “Applicable” in the “User Defined Stock Status” business component.
	For “Part Sale” packslip the system retrieves all the active user defined statuses for which the “Customer Owned” attribute is set as “No” and the transaction type “Part Sale Packslip” is set as “Applicable” in the “User Defined Stock Status” business component.
Warehouse #	The number identifying the warehouse from which the part is being allocated. (Alphanumeric, 10). Mandatory. The warehouse must be in “Active” status in the “Storage Administration” business component. Help facility available.

Note: Ensure that the “Warehouse #” entered allows the transaction type “Pack Slip”.

Note: A warehouse cannot contain more than one part with similar part number and condition.

UOM	The unit of measurement for the part (Alphanumeric, 10). Mandatory. Help facility available.
Note: Ensure that the value entered is valid UOM and as defined in the “Unit of Measurement” business component.
Pack Slip Quantity	The quantity of the part to be shipped to the customer (Integer). Mandatory.
Picking Strategy	Use the drop-down list box to select the strategy by which the parts are to be picked, for shipment. The system lists the options ”Automatic” and “Manual”.
Note:If the picking strategy is set as “Automatic”, the system retrieves the picking strategy associated with the selected part from the”Part Administration” business component.
Pack Slip For	Use the drop-down list box to specify whether the pack slip is generated for “Main Component” or “Core Return” or Excess Returns” or “Part Sale”. The system lists the options as “Main Component” or “Core Return” or Excess Returns” if the pack slip type is “Customer Goods” or “Customer Order Based”. The system lists the option as “Part Sale” for the part sale pack slip

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

Part Type	The type of the part which could be “Component”, “Miscellaneous” “Expendables”, “Tool”, “Consumable”, “Raw Material” and “Kit” which is being shipped.
Part Description	The textual description of the part being allocated.

Enter the following fields in the “Shipping Information” group box:

Shipment Type

Use the drop-down list box to select the type of shipment. The system displays all the “Active” shipment types as defined in the ”Create Category Type” activity of the “Category” business component.

Carrier #

The code identifying the carrier through which the stock must be shipped (Alphanumeric, 150).

Note: The carrier # entered here must be Active and valid as defined in the Maintain Carrier / Agency Codes activity in Logistics Common Master.

Help facility available.

Transportation Mode	Use the drop-down list box to select the mode of transportation. The system displays all the “Active” transportation types as defined in the ”Create Category Type” activity of the “Category” business component .
Vehicle/Flight #	The number identifying the vehicle to be used for transporting the stock to the specific warehouse (Alphanumeric, 20).
Freight Billable	Use the drop-down list box and set the field to “Yes”, to set the freight as billable for the stock. The system lists the options as “Yes” and “No”. The system displays “No” by default.
Freight Amount	The sum of freight charges that have been levied for the stock’s transfer (Decimal).The value entered will be ignored if the freight billable is set as”No”.
Note: Ensure that the freight amount is entered if the freigh billable is set as “Yes”.
Port Of Destination	The port to which the stock is designated to arrive.(Alphanumeric,40).
Freight Terms	Use the drop-down list box to select the term of the freight. The system displays all the “Active” freight terms as defined in the ”Create Category Type” activity of the “Category” business component.
Way Bill #	The number identifying the document, containing a list of goods with shipping instructions related to a shipment (Alphanumeric, 40).
PRO No	The bill number identifying a carrier's contract and receipt for goods when transportation is by land. The carrier agrees to transport from one place to another by and to deliver to a designated person. In case of loss, damage, or delay, this bill is the basis for filing freight claims (Alphanumeric, 40).
AWB No	The air way bill number identifying a carrier's contract and receipt for goods when transportation is by air. The carrier agrees to transport from one place to another by and to deliver to a designated person. In case of loss, damage, or delay, the airway bill is the basis for filing freight claims (Alphanumeric, 40).
BOL No	The bill of lading number identifying a carrier's contract and receipt for goods when transportation is by sea. The carrier agrees to transport from one place to another by and to deliver to a designated person. In case of loss, damage, or delay, the bill of lading is the basis for filing freight claims (Alphanumeric, 40).
INCO Terms	The International Commercial Term indicating the party, such as the supplier, carrier or customer, with whom the risks and responsibilities lie, when parts are being shipped (Alphanumeric, 40). Some examples are Free on Board, Ex Works and Free Alongside Ship.
Tracking #	The code identifying the document that can be used for tracking the shipment.(Alphanumeric,20).
Insurance Liability	Use the drop-down list box to indicate who should bear the insurance amount. The system displays the options as “Shipper”, “Carrier” and “Consignee”. The system displays “Shipper “ by default.
Insurance Terms	The term of the insurance (Alphanumeric, 150). Zoom facility available.

select the following fields in the “Packaging Details” group box:

Packaging Code : Cores	Use the drop-down list box to select the packaging code for core type of parts. The system displays all the “Active” packaging codes as defined in the “Logistics Common Master” business component.
Hazardous Product	Use the drop-down list box and set the field to “Yes”, to indicate the product is hazardous. The system lists the options as “Yes” and “No”. The system displays “No” by default.
Packaging Code : Spares	Use the drop-down list box to select the packaging code for spare type of parts. The system displays all the “Active” packaging codes as defined in the “Logistics Common Master” business component.
Shipping Label	Use the drop-down list box to select the shipping label. The system displays all the “Active” shipping labels as defined in the ”Create Category Type” activity of the “Category” business component.
Packaging Code : Serviceable Component	Use the drop-down list box to select the packaging code for serviceable type of parts. The system displays all the “Active” packaging codes as defined in the “Logistics Common Master” business component.

Enter the following field in the “Document Attachments Details” group box:

File Name

The name of the file associated with the pack slip.(Alphanumeric,50).

Zoom facility available.

Check the box in the “Select” column of the multiline, to mark a pack slip for modification or confirmation or cancellation.

To modify the pack slip

Click the “Edit Pack Slip” pushbutton, to modify the pack slip details.

Note: Ensure that the pack slip is not in “Confirmed”, “Cancelled”, “Allocated”, “Issued” or “Shipped” status.

The system updates the status of the pack slip as “Fresh”.

The system maintains the finance book, cost of goods sold account code, cost center and the analysis, sub analysis code information for each line item and for the pack slip document. The system retrieves these details from the “Account Group”, “Account Rule Definition”, “Cost Center Rule Definition” and “Account Based Budget” business components respectively.

To confirm the pack slip

Click the “Confirm Pack Slip” pushbutton, to confirm the created pack slip details.

Note: Ensure that the pack slip is not in “Confirmed”, “Allocated”, “Issued” or “Shipped“ status.

The system updates the status of the pack slip as “Confirmed”.

The system updates the status as “Allocated”, if the “Subsequent Action on Confirmation” option setting is set as “Auto Allocation" and the quantity of the part gets allocated .

The system updates the status as “Issued”, if the “Subsequent Action on Confirmation” option setting is set as “Auto Issue”.

The system updates the status as “Shipped”, if the “Subsequent Action on Confirmation” option setting is set as “Auto Shipment”.

In the “Set Options” activity if the “Subsequent Action on Confirmation” is set as “Auto Issue” or “Auto Shipment”, then the system maintains the cost of goods sold account code and cost center account code for each line item and for the pack slip document. The system retrieves these details from the “Account Rule Definition” and “Cost Center Rule Definition” business components respectively.

For a “Part Sale” pack slip, if the “Subsequent Action on Confirmation” is set as “Auto Shipment” and the “Auto Invoicing of Part Sale Pack Slip” is set as “Required” in the “Set Options” activity, then the system generates the invoice on confirmation.

To cancel the pack slip

Click the “Cancel Pack Slip” pushbutton, to cancel the pack slip details.

Note: Ensure that the pack slip is in “Fresh” Status.

The system updates the status of the pack slip as “Cancelled”.

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 pack slip.

Note: You can enter the storage details of the packslip only if the “Picking Strategy” of the part is “Manual”.

Select the “Edit Address Details ” link at the bottom of the page, if you wish to modify the details of the address of the customer.
Select the “Edit Certificate” link at the bottom of the page, to modify the certificate details associated with 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

Indicate the freight as billable

Specify the bearer of the insurance

Indicate whether the goods are hazardous

Indicate the freight as billable

You can specify if the freight charges that have to be levied for the requested stock’s transfer.

In the “Freight Billable” drop-down list box.

Set the “Freight Billable” as “Yes”, to indicate the freight has to be levied on the stock transfer.
Set the “Freight Billable” as “No”, to indicate the freight need not be levied on the stock transfer.

Specify the bearer of the insurance

You can specify the person who bears the insurance amount.

In the “Insurance Liability” drop-down list box.

Select “Shipper”, if the person who ships is the bearer of the insurance.
Select “Carrier”, if the person who acts as a carrier of the goods is the bearer of the insurance.
Select “Consignee ”,if the consignee is the bearer of insurance

Indicate whether the goods are hazardous

You can specify if the goods that are being shipped is hazardous.

In the “Hazardous” drop-down list box.

Select “Yes”, to indicate that the goods being shipped are hazardous.
Select “No”, to indicate that the goods being shipped are non-hazardous.