Basic Sales Order Process > Print Packing List
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Print Packing List
Use Sales Order Packing List to print the packing list for a sales order.
You can only print a packing list for sales orders that are not on credit hold (Action Status field is blank in Sales Order Maintenance).
The Partial OK field also affects the printing of packing lists. This field defaults from the customer record when a sales quote or order is entered; it can be changed manually on the trailer frame in Sales Order Maintenance. It indicates whether a customer accepts a partial order.
When Sales Order Packing Lists are printed, the system checks this field. If it is No, the system verifies that all line items are available (allocated) and can be completely shipped. If they are not, a packing list does not print for the order.
Sales Order Packing List
Packing lists for both sales orders and RMA issue lines can be printed using Sales Order Packing List. If you did a general allocation for the sales order, the system converts the general allocation to a detail allocation at the time it prints the picklist. The picklist shows:
What items to pick to fill the order
Where to pick them from (site/location)
If you specified a lot/serial number (detail allocation) when creating the sales order, this information appears on the picklist
Print Only Lines to Pick
Defaults from Pick Only Allocated Lines in Sales Order Control (see Pick Only Allocated Lines) and specifies whether to print only allocated quantities during this program execution
Yes: Only line items with a non-zero quantity allocated are printed
No: All lines with a non-zero open quantity are printed, regardless of the quantity allocated
Print Only Lines to Pick is normally set to Yes when allocations are being used. This option enables the sales desk, not the shipping clerk, to control shipments since only allocated quantities print on the packing list, telling the shipping department what to ship
Override Partial OK field
Yes lets you override the Partial OK setting in the trailer frame of Sales Order Maintenance and print a picklist for an order even if it can only be partially shipped. This option is used in special circumstances when there is a shortage and the customer indicates that they accept a partial shipment.
After Printing the Picklist
The quantity allocated decreases by the quantity picked (Qty Allocated field in Sales Order Maintenance)
The quantity picked equals the picked quantity (shown in the Qty Picked field in Sales Order Maintenance)
See Qty Allocated and Qty Picked.