Synchronizing packaging transactions in drop shipments

Packaging transactions in drop shipment scenarios ensure accurate synchronization of packaging details between sales and purchase orders. The Related Drop Shipment Doc No. field on the Packaging Transaction page links packaging transactions between two documents.

Packaging synchronization supports various scenarios, including:

• One-to-one relationships: A single sales order is linked to a single purchase order, ensuring seamless synchronization of packaging transactions between two documents.
• One-to-many relationships: A single sales order is linked to multiple purchase orders. In such cases, packaging details must be accurately associated with the correct purchase order.
• Many-to-one relationships: Multiple sales orders are linked to a single purchase order. This ensures that updates to packaging transactions on the purchase order are synchronized with all related sales orders.

The following functionalities are available when synchronizing packaging transactions in drop shipments.

• When the Calculate Packaging Per field value is set to Item or Order, the Packaging Calculation field value is set to On Release on the Packaging Setup page, and the Drop Shipment action is executed on a sales order line level:

  • The system creates packaging line items for the corresponding sales lines and updates the same on the corresponding purchase order.
  • The system updates the Drop Shipment checkbox and Purchase Order No. field value on packaging lines in purchase orders created from sales orders using the Drop Shipment action on the Sales Order page.

  [ !NOTE] This functionality is bidirectional. It also applies when a sales order is created from a purchase order via the Drop Shipment action.

• Packaging line quantities are recalculated based on the following conditions:

  • When the Allow Recalculate Packaging toggle on the Packaging Setup page is turned on, the system updates quantity on the corresponding packaging lines purchase order or sales order.

  • If sales packaging lines are deleted, the system deletes the corresponding packaging lines from the linked purchase order or sales order.

  [ !NOTE] If the Drop Shipment checkbox is cleared, the sales lines will not flow to the purchase order, and posting the purchase order will not be possible.

• The system ensures that packaging lines are recalculated and remain accurate for drop shipment scenarios only when the Drop Shipment checkbox is selected.

  • If the sales order is released or reopened and the Drop Shipment checkbox is cleared, the system updates the Source Type field value as Customer as priority for packaging lines on the Default Packaging page and updates the corresponding purchase order.

  • If the sales order is released or reopened and the Drop Shipment checkbox is selected,the system updates the Source Type field value as blank or Vendor for packaging lines on the Default Packaging page and updates the corresponding purchase order.

  [ !NOTE] This functionality is bidirectional. It also applies when a sales order is created from a purchase order via the Drop Shipment action.

• You can add new packaging lines to a selected purchase order line by using the Add Packaging action on the Sales Order page. The newly added packaging lines are automatically reflected in the related purchase order.

• You can add new packaging lines to a selected purchase order line can be created by using the Add Packaging action on the Purchase Order page. The newly added packaging lines are automatically reflected in the related sales order.

When you select the Recalculate Packaging action, the system updates packaging transactions to reflect changes in quantities or document relationships and removes obsolete transactions to maintain data accuracy.

You can select the Related Drop Shipment Doc No. field value to navigate directly to the corresponding sales or purchase order, eliminating the need for manual searches.

Error handling and notifications

• If the Related Drop Shipment Doc No. field is left blank during manual entry, the system prompts you to provide the required value.

  
  This error does not occur if the document includes drop and non-drop shipment lines.

• When converting a standard line to a drop shipment, the system replaces existing packaging transactions and notifies you to review and update the transactions.

Posting and synchronization

Packaging transactions are synchronized at key stages:

• Before posting: Ensures sales and purchase orders reflect correct packaging information before posting.
• During manual updates: Any manual changes to packaging details are reflected across related documents.
• During shipment or receipt posting: Updates made to the packaging on the sales documents are synchronized with the purchase documents, and vice versa.