Module Description

The following document explains how to manage the unloading of packages, that is, all the management of those article codes related to the Packing List packages.

To allow this management, a Packaging – Item – Customer (Supplier) / Shipping Address link table has been built in order to carry out this unloading automatically.

Setup

Setup Origins

Fill in the following fields in the “Packaging Management” tab in the Origins setup:

• Def. Name Reg. Packaging – disposable and Batch Name Reg. Packaging – disposable: Identify the warehouse registration batch used by the automatic unloading for all disposable packaging.
• Def. Name Reg. Packaging – returnable and Batch Name Reg. Packaging – returnable: Identify the reclassification batch used for the movement of all packages identified as returnable.
• Reason: identifies the reason with which warehouse movements will be recorded
• Packaging Line Type: identifies the line type used for any packaging invoicing. 
  
• Packaging line no.: based on the line type selected above, you can go and choose the packaging invoice line code
• Location: warehouse required for moving packages identified as returnable
• Location code: any location, to be indicated only if necessary, for moving packages identified as returnable

Package unloading setup

Type “Packaging unloading” in the search bar:

This list can also be opened from the item master data, the customer master data and the supplier master data.

Let's see the fields of the table:

• Type: customer, supplier or blank
• Code: identifies the personal data relating to the choice of the previous field
• Shipping address: identifies either the shipping address or the order address relating to the contact details in the previous field
• Item No.: in this field you must enter the item code "packaging"
• Description: It is automatically populated based on the article indicated in the previous field
• Variant code: in case it is necessary to identify a specific packaging variant
• Unit of measure code: it is possible to select the unloading unit of measure for the “Packaging” item
• Location code: identifies the location from where the packages will be unloaded
• Location code: it is possible to indicate a location of the previous location, only if necessary
• Package code: identifies the package code that will be entered in the packing list that is linked to the “Packaging” item to be downloaded
• Packaging type:
  • Returnable – performs a reclassification movement. The stock is not lost but only moved while waiting for the recipient to return it
  • To lose – makes a negative adjustment movement
• Unit price: editable field if the To invoice field is true; indicates the price of the packaging
• To be invoiced: if the packaging is to be invoiced

Recording of package movements

When recording a shipment (sale, transfer, supplier return) with an associated packing list, if a correctly entered setup is found, the system will move the packaging item code.

The setup search will be done for:

1. Sales shipments (order-recorded, warehouse shipment, cumulative shipment)
   Type = Customer
   Code = Sell to Customer No.
   Shipping address = Ship to Code
   Neck Code = Neck code entered in packing list
2. Transfer shipping
   Type = Transfer Order Origin Type
   Code = No. Origin of the transfer order
   Shipping address = Ship to Code
   Neck Code = Neck code entered in packing list
3. Return shipping purchase
   Type = Supplier
   Code = Buy from Supplier No.
   Shipping address = Order address
   Neck Code = Neck code entered in packing list

In all 3 scenarios, if no setup is found for these parameters, the system will perform a further search by eliminating the Shipping Address parameter.

Order Sales Shipping Case

We enter a sales order into the system for a customer and a location that fall within the filters set on the “Packaging Unload” page:

Then create the packing list linked to the sales order by selecting Actions, Functions, Packing list:

By opening the Item Accounting Movements from the registered document, you can have two different scenarios based on the setup type:

• A - “Packaging type” in the Packaging unloading table is “Disposable”
• B - “Packaging type” in the Packaging Unloading table is “Returnable”

CASE A - Disposable packaging

If of the A-return type, when the shipment is registered, a Sale type movement will also be made to the warehouse set within the Unloading Packages setup with the following parameters:

• Posting Date = Posting date of the document being posted
• document = Registered document number
• Movement type = Sale
• Location Code = Location code present in the “Packaging Unloading” table
• Quantity = Sum of the “Quantity” present in the Packing list line found with the Package Code being examined
• Pck. To Invoice = To Invoice of the “Packaging Unloading” table
• Pck. Unit Price = Unit Price found in the “Packaging Unload” table
• Pck. Packaging Type = Packaging type in the “Packaging Unloading” table

From the registered document, using the Navigate function, both the actual unloading of the shipped items and the unloading of the associated packages will be visible:

CASE B - Returnable packaging

If the type of packaging is Returnable, then a reclassification movement will be recorded which will allow you to receive any returns and to know, with a warehouse query, which packages and in what quantities you have outside.

In the Item Accounting Movements table, we will see two transfer lines written, as the package will be transferred from the reference warehouse to the one set in the Origins Setup in the “Location Code” field:

In this case it will not be necessary to write the “Packaging Invoicing” table, and the packaging line will not be present in the invoice.

The same management is adopted for:

• Cumulative shipments
• Warehouse shipments
• Transfer orders

Invoicing packages to collect

Only if the packaging is disposable and the Billable flag is set in the Package Unloading setup, then, when issuing the sales invoice,

At this point, on the lines select Line, Functions, Get shipping lines:

Once we have selected our shipping line, the system will fill in the lines also reporting the packaging, with the order quantity and the price set in the Packaging Unloading table:

The packaging lines within the sales invoice will be generated with Type and No. taken from the Origins setup: Packaging line type, Packaging line no.; the description, quantity and unit price will instead be taken from the “Packaging Invoicing” table.

Within the invoice, as many lines can be created as there are lines in the “Packaging Invoicing” table for the selected document.

In the provisional sales invoice it is also possible to open a dedicated page where all the packages shipped and not yet invoiced for the customer indicated in the header will be stored.

Then select Actions, Functions, Packing invoice: