Pack According to Packing Instruction

Explanation

This activity is used to automatically pack parts into the handling units according to a packing instruction defined for the part or handling unit type.

In inventory this activity can be triggered manually for stock records that have a quantity available. It is possible to define packing of one or several stock records at the same time. One packing instruction will be applied at a time. When applied on inventory part in stock records the part will first be packed according to handling unit capacity for the handling unit type defined on the lowest level in the choosen packing instruction. Then the parent levels in the packing instruction is applied, creating new handling unit structures according to the packing instruction definition. It is also possible pack according to packing instruction for existing handling units. The packing instruction is then used to create additional parent levels in the handling unit structure according to the packing instruction definition.

For shipments this activity can be executed either manually per shipment, manually for all shipments connected to a consolidated shipment, or automatically in the shipment flow. Whether or not to automatically pack according to packing instruction, is controlled by the shipment type of the shipment. In the shipment type, it can be defined that pack according to packing instruction should be performed at the execution of a main activity in the shipment flow e.g. reservation, report picking, delivery. A consolidated shipment is defined as one departure of several shipments from the specified site, to all the delivery addresses of the connected shipments. When triggered from the consolidated shipment, the pack according to packing instruction is executed for all connected shipments. It is also possible pack according to packing instruction manually on a shipment for existing handling units. The packing instruction is then used to create additional parent levels in the handling unit structure according to the packing instruction definition.

Prerequisites

• A packing instruction must exist and must have been defined in the shipment line record.
• For inventory, the part to be packed must have handling unit = 0 and have a quantity available. Pack according to packing instruction must be applied on records being stored in the same location.
• When packing according to packing instruction is applied on handling unit level, all the handling unit types for which the packing instruction is applied must be defined on the lowest level on the packing instruction. Also these handling units must be top level handling units (withouts handling unit parent).

System Effects

• The parts or handling units are packed into handling unit structures as specified in the packing instruction.

Window

Inventory Part In Stock
Handling Units in Stock
Receipt
Handling Units In Receipt
Shipment
Consolidated Shipment
Consolidated Shipments

Related Window Descriptions

Inventory Part In Stock
Handling Units in Stock
Receipt/Detail
Handling Units In Receipt
Shipment
Shipment/Handling Unit Structure/Unattached Shipment Lines
Consolidated Shipment
Consolidated Shipments

Procedure'

From Inventory Part In Stock window (applied on parts):

1. Open the Inventory Part In Stock window.
2. Query for then inventory part in stock records to be packed. Note that only records with qty available >0 will be possible to attach to a handling unit.
3. Select the record(s) you want to attach, right-click and then click Pack According to Packing Instruction.
4. In the dialog box that appears, enter which packing instruction that should be applied. In the lower part of the dialog enter the quantity per part record for which the packing should be applied. Click OK.
5. The record(s) attached/packed to handling unit(s) updates the stock records regarding availability quantity and new inventory part in stock records for the lowest level in the handling unit structure are created for the packed parts.
6. Click OK when asked to view the created handling unit(s). Then the Handling Units in Stock window is opened with the created handling unit(s).
7. The complete handling unit(s) with structures content can be viewed in the Handling Unit window.

From Handling Units in Stock window (applied on handling units):

1. Open the Handling Units in Stock window
2. Query for handling unit(s) being stored in the same location. Note that the strucuture level must be 1 in order to be able to pack according to packing instruction.
3. Select the record(s) you want to attach, right-click and then click Pack According to Handling Unit Capacity.
4. On the dialog box that appears, enter which packing instruction that should be applied. In the lower part of the dialog the handling units to be packed are shown. Click OK.
5. New handling units are created and applied as parents to the previosly selected handling units. The complete handling unit structures can be seen in the Handling Unit and the Handling Units in Stock window.

From Shipment window (applied on parts)

To manually pack according to packing instruction on a shipment:

1. Open the Shipment window and search for the required shipment.
2. In the handling unit structure, select the shipment ID.
3. Click the Unattached Shipment Lines tab.
4. Right-click and then click Pack According to Packing Instruction.
5. The parts on the selected shipment lines are packed according to the packing instruction defined on the unattached shipment lines.

Optionally:

1.  Open the Shipment window and search for the required shipment.
2. Right-click and and then click  Pack According to Packing Instruction.
3. All unattached shipment lines on the shipment are packed according to the packing instruction defined on the unattached shipment lines.

To automatically pack according to packing instruction:

1. Execute a main activity in the shipment flow e.g. reservation, report picking, delivery.
2. If a Packing instruction is defined on the source line it will be executed, if the main activity has Pack according to packing instruction defined as an optional event in the shipment type.

To manually pack according to packing instruction for all shipments connected to a consolidated shipment:

1. Open the Consolidated Shipment window or the Consolidated Shipments window.
2. Search for the consolidated shipment for which you want to pack according to packing instruction for all connected shipments.
3. Right-click and then click Pack According to Packing Instruction.
4. All unattached shipment lines on the shipments connected to the consolidated shipment, are packed according to the packing instruction defined on the unattached shipment lines.

From Shipment window (applied on handling units)

To manually pack according to packing instruction on a shipment for handling units:

1. Open the Shipment window and search for the required shipment.
2. In the handling unit structure, select the shipment ID.
3. Click the Handling Units Structure/Handling Units tab.
4. Select the top node handling units for which the packing instruction should be applied.
5. Right-click and then click Pack According to Packing Instruction.
6. In the dialog box that appears, enter which packing instruction that should be applied. In the lower part of the dialog the handling units to be packed are shown. Click OK.
7. New handling units are created and applied as parents to the previosly selected handling units. The complete handling unit structures can be seen in the handling unit structure on the shipment.