Pre-Shipper/Shipper Pack Build

Use Pre-Shipper/Shipper Pack Build (7.8.2) to pack SO or customer scheduled order goods based on the exact demand of a specific pre-shipper/shipper. You can:

• Package picked packs or inventory into a parent pack.

• Build active packs or inventory into picked packs on the current pre-shipper/shipper.

• Directly pick the packs or items from the inventory for the current pre-shipper/shipper.

If you are using the Logistics Accounting functionality, the system displays the Logistics Charges Detail frame at the end of this function. In this frame, logistics charges are calculated and displayed for the current pre-shipper or shipper. You can specify the logistics charge code and logistics supplier.

If the current is a shipper rather than a pre-shipper, the system also displays the Complementary Data frame. In the Complementary Data frame, you provide additional information as required by the legal document and indicate whether you want to print the legal document immediately.

Enter the number of the pre-shipper or shipper. If you have not created a pre-shipper or shipper, leave the Number field blank to let the system automatically generate a pre-shipper or shipper.

Note: Do not enter a pre-shipper or shipper that links with an open task in Warehousing. Otherwise, the system displays an error message.

When you have entered a pre-shipper or shipper number, this field is display only and indicates the ship-to address. When you leave the Number field blank, enter a ship-to address.

Enter an inventory movement code for this shipment. Inventory movement codes determine the default Number Range Management (NRM) sequences, carriers, and document formats. If specified, the system verifies that the code exists in the inventory movement detail record for the shipping group. If no shipping group is available for the Ship-From and Ship-To/Dock address combination, leave this field blank.

Specify Yes to merge a pre-shipper with this pre-shipper/shipper. When Yes, the system prompts you to enter the pre-shipper number to merge with this pre-shipper/shipper.

When enabled, enter a valid serial ID to build into or remove from the parent pack. When the parent serial ID is booked for a sales order line, make sure that this serial ID is booked for the same master sales order line.

Enter the SO line or customer scheduled order line for which the serial ID is picked. SO or customer scheduled order and Line default in the following way:

When you previously picked for the pre-shipper or shipper for the entered serial ID, the system displays the sales order line specified during picking.

When the serial ID is linked with a sales order line, the system validates that the sales order line has the same ship-from and ship-to as the pre-shipper/shipper. When yes, it defaults the SO, customer scheduled order, or DO and line.

When the serial ID is linked with a master SO, customer scheduled order, or DO line and the order line has different pre-shipper/shipper ship-from or ship-to, the system locates other order lines that have the same sold-to, PO, and item as the master SO line. If one of them matches, the pre-shipper/shipper ship-from and ship-defaults from the matching order and line.

If the pre-shipper/shipper has pending pick items, the system locates an order line in the pending pick list, based on the item number you set up in Serialization functions, and defaults the order and line.

When you pick the first pack, the system moves the quantity picked in allocation detail to the quantity allocated when it is not 0 (zero). As you continue to pick the pack, the system uses the existing logic to move the allocated quantity to the quantity picked.

When picking has not happened, the system defaults from the pack quantity of the entered serial ID. When the entered serial ID is an assembly pack, the system calculates the quantity of the inventory items and defaults the value in this field; you cannot change the value.

Optionally enter the license number of the carrier’s vehicle. This field is for reference only and appears on some legal documents.

Choose Yes to immediately print the legal document along with the shipper. If you choose No, you can print the legal document later using Legal Document Print (7.10.4). This value defaults from the Print Legal Document option in Legal Document Control (7.10.24).

Enter a unit of measure in which the net weight is expressed, such as CF, SF, CM. This field is validated against predefined values entered in Generalized Codes Maintenance for field pt_size_um, if any.

You can use Pre-Shipper/Shipper Pack Build to package picked packs or inventory into a parent pack. The parent pack can be new, or already picked for the current pre-shipper or shipper. The parent pack can be an assembly pack or a unit pack.

• Enter a serial ID with stage set as New

• Enter a serial ID with stage set as Booked for a master sales order line

• Enter a nonexistent serial ID

• Leave Serial ID blank

When you enter a Booked or nonexistent serial ID, or leave the Serial ID field blank, you are required to enter a pack code in the Pack Code field. If you enter a nonexistent serial ID, the system validates it by the number range determined by site (Ship-From), address (Ship-To), transaction type, item, and pack code. If you enter a Booked serial ID, make sure that it is linked with the same master SO line as the child packs you want to build into it. Also make sure that the related master SO line of the booked serial ID has matching ship-from/site and ship-to address codes with the current pre-shipper or shipper.

In the Child Pack frame, enter the serial ID of a picked pack or item to build into the parent. Or, leave the Serial ID field blank and enter inventory information to pack picked loose inventory into the parent. The picked pack can be an assembly pack or a unit pack, regardless of the parent serial ID.

You can use Pre-Shipper/Shipper Pack Build to build active packs or inventory into picked packs on the current pre-shipper or shipper.

In the Parent Pack frame, enter the picked pack serial ID on the current pre-shipper or shipper. When prompted to remove it from the pre-shipper or shipper, specify No to build more content into it.

In the Child Pack frame, enter the serial ID of an active pack or item to pick it for the pre-shipper or shipper and build it into the parent. Regardless of the parent serial ID, the active pack can be an assembly pack or unit pack, but if it is an assembly pack, make sure that it contains single items. If you want to build non-serialized items into the parent pack, leave the Serial ID field blank and then enter inventory information. As long as the pack code of the parent pack allows, a pack can hold multiple items and items of multiple lots.

You can use Pre-Shipper/Shipper Pack Build to directly pick active packs for the pre-shipper or shipper. In this scenario, Pre-Shipper/Shipper Pack Build functions in the same way as Pre-Shipper/Shipper Picking.

• The pack is a unit pack that contains items of a single combination of item, lot, and reference.

• The pack is an assembly pack that contains single items of a single combination of item, lot, and reference, and has no items at the lower level.

Then in the SO Line frame, for a unit pack, enter the SO lines to pick the whole pack. You can enter multiple SO lines until all the quantity is assigned. For an assembly pack, enter a single SO line and the whole assembly pack is then picked for this SO line. If you want to pick the assembly pack for multiple SO lines, pick the lower-level packs one by one instead.

• Scenario A: The parent pack is a unit pack and contains items of multiple combinations of item, lot, and reference.

• Scenario B: The parent pack is an assembly pack that contains single items with multiple lots or references.

• Scenario C: The parent pack is an assembly pack that contains single items and also contains items not in a unit pack.

• Scenario D: The parent pack is an assembly pack that contains multiple items.

Under Scenario A, B, or C, you have two options. One is to pick the whole parent pack directly. The other option is to pick specific inventory for different SO lines.

• To directly pick the whole parent pack, leave the fields in the Child Pack frame blank, and click Next. Then in the SO Line frame, enter a single SO and line number.

• To select specific inventory to pick, enter the serial ID of a lower-level pack and then SO Line frame information to pick the lower-level pack. Leave the Serial ID field blank, enter inventory information, and then SO Line frame information to pick the lower-level items. This function does not support the scenario where a lower-level pack is an assembly pack and contains multiple items. Finish picking all the other lower-level packs or items. Otherwise, when you click Back, you are prompted to remove those unpicked packs or items from the parent pack. If you answer No, the system prompts you to remove the parent pack from the pre-shipper or shipper.

Under Scenario D, you cannot skip the Child Pack frame to directly pick the whole assembly pack. You are required to enter the serial IDs of lower-level packs to pick the lower-level packs one by one. If there are items at the lower level, enter the inventory information of the items to pick them. After you enter data in the Child Pack frame, specify information in the SO Line frame.

You can use Pre-Shipper/Shipper Pack Build to directly pick loose inventory for the current pre-shipper or shipper, and build a new unit pack.

Enter the loose item serial ID in the Child Pack frame, and then specify the SO line to pick the serialized item and build it into the new unit pack.

Or, leave the Serial ID field blank, and enter the item number, site, location, lot, and reference. Then enter the SO line and quantity to pick the non-serialized inventory and build it into the new unit pack. If you leave the parent serial ID blank and specify a pack code, the system generates a parent serial ID automatically.

You can use Pre-Shipper/Shipper Pack Build to directly pick loose inventory for the current pre-shipper or shipper without a package.

For non-serialized items, leave both Serial ID and Pack Code fields blank in the Parent Pack frame. The system disables the Serial ID field in the Child Pack frame. Enter a non-serialized item number and other inventory information. Then in the SO Line frame, enter the SO line and quantity to pick.

For serialized items, in the Parent Pack frame, enter the item serial ID. The system displays the stage, item number, site, location, lot, and other information in the Child Pack frame. Then, in the SO Line frame, enter the SO line.

To remove a Picked pack or item, in the Parent Pack frame, enter the picked serial ID. Specify Yes when prompted to remove the pack/item from the current pre-shipper/shipper.

To remove an Aggregated pack, in the Parent Pack frame, enter the master pack serial ID. Specify No when prompted to remove the master pack from the current pre-shipper/shipper. Then in the Child Pack frame, enter the Aggregated serial ID that you want to remove. The system prompts you to first remove it from the current pre-shipper/shipper, and then removes it from its master pack. Respond with Yes to the prompts and the system activates the specified pack.

• If its parent pack is picked for a single SO line, select Yes when prompted to remove it from its parent pack. Then the item is removed from the parent pack and from the SO pre-shipper/shipper. The system activates the item serial ID, and decreases the quantity in the parent pack. When the parent pack is empty after the removal of the aggregated items, the system decommissions the parent pack serial ID.

• If its parent pack is picked for multiple SO lines, the system prompts you to remove its parent pack. Specify Yes, and the whole parent pack is removed from the pre-shipper/shipper, and from its master pack when its stage is Aggregated. The parent pack then becomes active. The system then prompts you to remove the specified item serial ID from its parent pack. Specify Yes, and the item is removed from the parent and becomes active.

In the Parent Pack frame, enter the Picked assembly pack serial ID. When prompted to remove the pack from the pre-shipper/shipper, select No. Then in the Child Pack frame, leave the Serial ID field blank. Enter item number, site, location, and other inventory data. Then in the SO Line frame, specify the SO Line. In the Quantity to Pick field, enter a negative quantity to remove the quantity from the assembly pack. The absolute value of the entered quantity cannot be greater than the quantity of the specified inventory at the lower level and picked for the specified SO line.

In the Parent Pack frame, leave both the Serial ID and Pack code fields blank. Then in the Child Pack frame, leave the Serial ID field blank, too. Enter the item number, site, location, and other inventory data. Then in the SO line frame, specify the SO line. In the Quantity to Pick field, enter a negative quantity to remove the quantity. The absolute value of the entered quantity cannot be greater than the quantity of the specified loose inventory picked for the specified SO line.

In the Parent Pack frame, enter the Picked unit pack serial ID. When prompted to remove the pack from the pre-shipper/shipper, select No. Then, in the Child Pack frame, leave the Serial ID field blank and enter the item number, site, location, and other inventory data. In the SO line frame, specify the SO line. In the Quantity to Pick field, enter a negative quantity to remove the quantity from the unit pack. The absolute value of the entered quantity cannot be greater than the quantity of the specified inventory in this unit pack and picked for the specified SO line.