Pack Packages

Use this procedure to pack first-level packing units in your shipment. Often, these are boxes or cartons.

To pack first-level packages into other packages, see “Pack Packages into Larger Units” on page 245 procedure.

OpenText recommends starting by packing the smallest packing units in the shipment, then packing those packages in the next level of packing, etc., until you finally pack the highest level, such as a pallet or container.

Note: Packing options, such as package types, vary by trading community. Some features described below might not be available in your trading community.

To pack packages

1	Do one of the following:

After you specify the shipment information, click Pack in the ASN form.

If you are returning to the ASN after saving it, open the Document Sendbox. Then do one of the following:

Click the ASN link in the Document ID column.

Check the check box for the ASN. Then, click Actions > View/Modify.

The Packing Screen opens.

The left section displays order and item information, based on your selections in the “To create a Ship Notice from a Turn Around document” on page 236 procedure. For each line item, the Quantity column displays the total number of units of the line item and the number of unpacked units.

The section on the right is where you pack items.

2	To see only specific items on the Item Details list, in the Filter By drop-down menu at top left, select the data element to filter by (for example, Order or SupplierItemID), then in the right drop-down menu either select a specific value or leave Show All selected. The list updates.

To see the full list again, click Show All.

3	To view information about an item, such as a description, click the Details link for that item. A dialog box displays. Click Close to close the box.

4	Select the packaging type.

a	In the Add field, type the number of packages to create.

Note: If you plan to use the Replicate tool, described below, select 1.

b	In the Select Packaging Type drop-down menu, select the package type — for example, Carton. Package types are grouped by packing level from lowest to highest — for example, 0, 1, 2, and 3.

Your trading community might allow you to use multiple package types in the same packing level — for example, cartons and medium cartons at one level, and pallets and medium pallets at a higher level.

5	Click Add.

The newly created packaging unit(s) display on the Package(s) list on the right. The list is ordered from the lowest to highest level of packaging.

6	In the Package(s) list, click a packing unit.

The packaging unit displays in the packing area at right. It includes no items yet.

7	If your community is set up for you to specify a Package ID or package Internal Code, add that information.

8	On the left side of the page, select the check boxes for the line item(s) to pack in the packaging unit on the right. To select all items, select the check box in the header.

Note: Packing rules in your community might limit your options. For example, some trading communities have a maximum allowable quantity for each line item in a master pack — for example, the quantity in the PO. This might limit the number of items you pack in a master pack.

9	Click the Move Right icon to add the item(s) to the packing area on the right.

Line items display in order in the packing area.

At right, Package Qty displays the total quantity of items in the package, and the Packed column displays the quantity of units packed for each item in the package. Unpacked item quantities display on both sides.

10	In the Packed field, change the number of units to pack in the selected packaging unit.

If unpacked units remain for the item, use the next step to create and automatically pack an additional packing unit(s) with the same number of units as the package you just packed.

11	(Optional) To replicate the packing unit currently displayed in order to pack more packages,

a	Click Replicate.

If a message displays about missing user-defined attributes, return to the Packing Screen to populate the user-defined attribute fields and then click Replicate again, or continue without populating them. See also “Add Mandatory Field Values” on page 248.

A dialog displays to select the replication method.

b	Click one of the following options:

Auto Replicate — The system packs all of the remaining units in as many packages as needed.

Manual Replicate — In the No. of Packages field, specify a maximum number of additional packages to pack with the remaining items, such as 1 or 2. This might result in some units remaining unpacked.

c	Click Continue. A message displays the result.

d	In the message box, click Close

The Packing Screen page re-displays. For Auto Replicate, Unpacked quantities are 0.

12	Repeat these steps until all items are packed.

13	To send the ASN from the Packing Screen, click Send.

Important: This action succeeds only if all mandatory fields are populated for items and packages in the shipment. See:

“Add Mandatory Field Values” on page 248

“Add Mandatory Values to One Package or Item” on page 251

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

Copyright © 2016 Open Text. All rights reserved. Trademarks owned by Open Text.