Inbound Transactions

During a transaction, the default item packaging may or may not have been calculated in advance, depending on the Inbound Transactions checkbox on the Register Packaging Setup page. See Register Packaging Setup for more information. Packaging can also be registered manually on every inbound transaction. On the following inbound transactions, you can register the packaging:

• Purchase Order
• Warehouse Receipt
• Purchase Invoice
• Sales Return Order
• Sales Credit Memo

When item packaging is set up for document lines, the system displays default packaging and automatically calculates packaging quantity. The following segments will concentrate on packaging management while utilizing the Create document and Correct document functions, followed by an overview of packaging registration during diverse transactions, including inbound transactions that are directly posted and inbound warehouse transactions that are not directly posted (e.g., warehouse receipt and inventory put away).

Functions to create documents

The following functions help you create the inbound transaction documents:

• Function Copy documents from various order types: When executing the Copy documents function, if a document with packaging lines that were automatically added through the packaging module is selected, the system will not duplicate these lines in the new document. This is done to prevent the packaging from being added twice. It is recommended that the user verifies the packaging calculations by navigating to Order > Packaging and posting them. Once this is done, the order lines will be automatically inserted.
• Function Get posted document lines to reverse from various order types: When the Get Posted Document Lines to Reverse functions are executed, the system will not copy the automatically added packaging lines to the new document. This is done to prevent the packaging from being added twice. It is recommended that the user verifies the packaging calculations by navigating to Order > Packaging and posting them. Once this is done, the order lines will be automatically inserted.

Functions to correct documents

You must manually undo the shipment of the linked packaging line when undoing the shipment of a purchased or produced item with linked packaging. It is not done automatically. When shipment lines for packaging items are undone, the packaging administration (packaging entries and packaging specification) is not updated automatically, and the user needs to do it manually.

Function Correct on purchase invoice

When executing the Correct Purchase Invoice function, the system will first create a credit memo in which trading items and packaging items are reversed. Afterwards, the system will recreate the purchase invoice header, but will omit packaging lines that were created by the system in the original transaction. This is done to prevent the packaging from being added twice when the corrective purchase invoice is posted.

Function Corrective credit memo

When executing the Corrective Credit Memo function from the sales invoice, the system will create a credit memo in which trading items are reversed. Lines for packaging item(s) are copied as well. The lines must be deleted before posting the corrective credit memo, otherwise the packaging lines will be registered twice.

Direct posted inbound transactions

Packaging can be registered in all transactions. After registration, a real-time overview of outstanding packaging balances per customer is shown in the packaging entries. If an item is linked to a packaging type, an item ledger entry is also created for this item when posting an inbound transaction.

Calculation for packaging lines

In inbound transactions, a user can perform different actions that can affect the created packaging lines. These actions only have an effect when packaging lines are automatically calculated instead of manually added (i.e., when the Inbound Transactions checkbox is selected on the Register Packaging Setup page). The work instructions for all direct posted inbound transactions are the same. You can register the packaging in the Purchase Orders with the following steps:

1. Select the Search icon , enter Purchase Orders and choose the related link. The Purchase Orders page opens.
2. Select New on the action bar of the Purchase Orders page to create a new entry.
3. On the General FastTab, in the Vendor No. field, select the vendor number.
4. On the Shipping and Payment FastTab, in the Units and Container fields, the values are inherited from the respective fields of the Packaging setup of the selected vendor. You can modify the value even after it is inherited. These fields are also available on the following pages:
   • Purchase Invoice
   • Purchase Order Archive
   • Sales Return Order
   • Sales Credit Memo
   • Sales Return Order Archive

5. On the Lines FastTab, enter the desired values in the No., Quantity, and Qty. to Receive fields.

After this step, this process continues in the packaging calculations topic. You can perform packaging calculations when the document is released or posted. For more information, see Packaging calculations.

Inbound Warehouse transactions

Depending on the Inbound Transactions checkbox on the Register Packaging Setup page, the default packaging is automatically calculated in inbound warehouse receipts based on the Quantity to Receive field. For more information, see Register Packaging Setup. You can add or change the outbound order packaging. When the location requires a warehouse receipt the system calculates the default packaging in the warehouse receipt and not in the purchase order.

It is important to know that default packaging in orders with a warehouse receipt is only calculated in the warehouse receipt and not in the order itself.

1. Select the Search icon , enter Warehouse Receipts, and then choose the related link.
   The Warehouse Receipts page opens.
2. On the action bar, select New to create a new warehouse receipt.
   The Warehouse Receipt page opens.
3. In the No. field, enter the related number of the warehouse receipt.
4. In the Location Code field, select the related code for the location.
5. On the action bar, select Prepare > Get Source Documents.
   The Source Documents page opens.
6. Select the purchase order document(s).

After this step, this process continues in the packaging calculations topic. You can perform packaging calculations when the document is released or posted. For more information, see Packaging calculations.