Set up customers/vendors

Article • 2/5/2025 • 3 min read

You can configure packaging setup for customers and vendors, which involves defining consolidation accounts and determining responsibility for handling shipping units and containers to calculate packaging balances. The following procedure describes how to perform this activity.

Select the Search icon , enter Customers, and then choose the related link.
The Customers list page opens.
Select the required No..
The Customer Card page opens.
On the action bar, select Related > Customer and select the following actions as required:
- Packaging Setup: Opens the Packaging page for the specific customer.
- Default Packaging: Opens the Default Packaging page for the specific customer.

On the Setup FastTab, enter the required information in the following fields:

Field	Description
Consolidation Account	Enter the name of a group of customers/vendors that collectively report outstanding packaging balances. This account groups customers/vendors reporting on outstanding packaging balances together and then used for all packaging transactions. When a customer is also set up as a vendor, the same consolidation code is used on both master data cards to consolidate both packaging accounts.  To ensure accurate accounting for multiple customers/vendors reporting packaging under the same reference account number, it is essential to configure all customer/vendor cards with an identical code as the consolidation account.
Round order Bound Shipping Containers Per	Select the option that determines the sequence of operations, such as summing and rounding off, when calculating packaging quantity for combined order bound if multiple items within the order share the same packaging type and same packaging location. This field is editable only when the Packaging Calculation Method field is set to On Release and Calculate Packaging Per field is set to Order. This functionality works only for sales documents, such as sales orders, sales invoices, sales return orders, and sales credit memos. Order – The calculated quantity for the packaging item is summed first and then rounded off. Order Line – The calculated quantity for the packaging item is rounded off first and then summed. If this field is left blank, the option selected in the Round Order Bound Shipping Containers Per field on the Packaging Setup page will be considered for this customer.

Field

Description

Consolidation Account

Enter the name of a group of customers/vendors that collectively report outstanding packaging balances. This account groups customers/vendors reporting on outstanding packaging balances together and then used for all packaging transactions. When a customer is also set up as a vendor, the same consolidation code is used on both master data cards to consolidate both packaging accounts. 
To ensure accurate accounting for multiple customers/vendors reporting packaging under the same reference account number, it is essential to configure all customer/vendor cards with an identical code as the consolidation account.

Round order Bound Shipping Containers Per

Select the option that determines the sequence of operations, such as summing and rounding off, when calculating packaging quantity for combined order bound if multiple items within the order share the same packaging type and same packaging location. This field is editable only when the Packaging Calculation Method field is set to On Release and Calculate Packaging Per field is set to Order. This functionality works only for sales documents, such as sales orders, sales invoices, sales return orders, and sales credit memos.
Order – The calculated quantity for the packaging item is summed first and then rounded off.
Order Line – The calculated quantity for the packaging item is rounded off first and then summed.
If this field is left blank, the option selected in the Round Order Bound Shipping Containers Per field on the Packaging Setup page will be considered for this customer.

On the Responsibility for FastTab, enter the required information in the following fields:

Field	Description
Shipping Units	Select the entity responsible for shipping packaging units for this document. The available options are: Customer, Shipping Agent, and blank. This selection is utilized to compute the packaging balances for either the customer or the shipping agent. The field is set to Customer by default.
Shipping Container	Select the entity responsible for shipping packaging containers for this document. The available options are: Customer, Shipping Agent, and blank. This selection is utilized to compute the packaging balances for either the customer or the shipping agent. The field is set to Customer by default.

The values in the Responsible Shipping Units Balance and Responsible Shipping Container Balance fields are automatically populated in the respective fields on the Sales Order/Purchase Order page when the specific customer/vendor is selected.

Similarly, you can configure this setup for a vendor on the Vendor Card page as well.