Default and Mandatory Packaging

You can define a mandatory shipping container on the ship-to address to meet specific customer requirements. Once selected, no other shipping containers can be registered for the customer.

To set up the default packaging of an item, you can specify the quantity per packaging on the Item Card. This setup is considered when placing orders with a particular vendor, as well as customer-specific setup in sales orders. The packaging quantities are automatically calculated when transactions for the specific items are entered. The packaging can be Item bound or Order bound.

Item Bound Packaging is an inherent part of the item definition and is shipped/received with the purchase/sales item by default. It cannot be changed within a transaction if it is linked to an item. Order Bound Packaging is more flexible, as users can change the quantities and types shipped/received on a transactional level, except for mandatory shipping containers.

Default Packaging

1. Select the Search icon , enter Items, and then choose the related option. The Items page opens.
2. Select the required No. to open the Item Card page.
3. On the action bar, select Item > Default Packaging.
4. On the Default Packaging page, on the action bar, select New.
5. In the Type field, select the required option from the drop-down menu.
6. In the Packaging Code field, select the type of packaging from the drop-down menu.
7. In the Quantity Packaging field, enter the related quantity. You can select default packaging for a specific vendor or customer. During a transaction, the system determines which packaging is used for the Shipping Container and Shipping Unit types. Firstly, the system checks if the combination of item packaging, customer/vendor, and address is available. If so, this type of packaging is used. If not, the system checks whether the combination of packaging and vendor/customer is present. In the absence of the combination of packaging and vendor/customer, the packaging set up for just the item is used. This hierarchy of packaging is also applied when enforcing shipping containers when picking for SSCC customers via the handheld device.
8. In the Source Type field, select the required source type from the drop-down menu.
9. In the Source No. field, select the number of the customer/vendor from the drop-down menu.
10. In the Ship-to/Order Address field, enter the related address.

The Default item packaging is now set up.

Mandatory Packaging

Sometimes customers require a specific shipping container for all items, regardless of the item being shipped. To enforce this requirement, you can define a mandatory shipping container on the customer’s ship-to address. Once a mandatory shipping container is selected, no other shipping containers can be used for transactions involving this customer.

1. Select the Search icon , enter Customers, and then choose the related link. The Customers page opens.
2. Select the required No. to open the Customer Card page.
3. On the action bar, select Related > Customer > Ship-to Addresses.
4. On the Ship-to Address List page, in the Code field, select the required code. The Ship-to Address page opens.
5. On the General FastTab, in the Mandatory Shipping Container field, select which shipping container is mandatory for this customer ship-to address from the drop-down menu.

The mandatory shipping container is now set up.

In a transaction, the system will always suggest the shipping container if it is set up as mandatory. Any other shipping containers that are set up on the item/customer level are omitted from the calculation.