Setting up a customer for cartonization

Specify cartonization settings for a customer only if the customer's requirements are different than warehouse cartonization settings. By default, warehouse cartonization settings are used for customers.

Select Customer > Setup > Customer.
Search for the customer to set up for cartonization, and then click the right arrow to open the record.
Click Cartonization, and then click Edit.
Specify this information:
Use Cartonization
Select one of these values:
- Warehouse Default
  Carton processing is based on the Use Cartonization field on the Product Warehouse Description Setup field for the warehouse on the sales order or warehouse transfer.
- Auto Assign Order Entry Order
  Cartons are automatically assigned when pick tickets are printed for sales orders. If cartons were assigned to a sales order in the Cartonization Center before picking occurred, those cartons are used.
- Auto Assign Warehouse Transfers
  Cartons are automatically assigned when pick tickets are printed for warehouse transfers. If cartons were assigned to a transfer in the Cartonization Center before picking occurred, those cartons are used.
- Auto Assign Orders and Transfers
  Cartons are automatically assigned when pick tickets are printed for sales orders and warehouse transfers. If cartons were assigned in the Cartonization Center before picking occurred, those cartons are used.
- Manually Assign Order Entry Order
  The operator can automatically or manually assign cartons to sales orders in the Cartonization Center before or after picking.
- Manually Assign Warehouse Transfers
  The operator can automatically or manually assign cartons to warehouse transfers in the Cartonization Center before or after picking.
- Manually Assign Orders and Transfers
  The operator can automatically or manually assign cartons to sales orders and warehouse transfers in the Cartonization Center before or after picking.
- No Cartonization
  The customer does not participate in the cartonization program.
Shipping Confirmation
Select one of these values:
- Warehouse Default
  Select this option to use to the shipping confirmation setting for the warehouse on the sales order or warehouse transfer.
- Confirm Cartons
  Select this option to require shipping confirmation before the sales order or transfer can be shipped. Shipping is confirmed when all products and cartons for an order or transfer were shipped.
  Operators can override this option when shipping an order or transfer, if granted authorization. You must set up the override capability in SA Authorization Point Setup.
- Do Not Confirm
  The customer does not require shipping confirmation.
Print Carton Information on Invoice Prints
Note: This option does not affect invoices that are output to a printer.

Select one of these values:
- Warehouse Default
  Select this option to use the Print Carton Information on Invoice Prints setting for the warehouse on the sales order or warehouse transfer.
- Print on Invoice
  Select this value to include carton information on invoices that are generated in Print Format 4 to Infor Document Management's Output Management and third-party applications.
- Do Not Print
  Select this value to exclude carton information on the customer's invoices.
Click Save.