Project Packing Slip/Project Pre-Ship Packing Slip

Use the Project Packing Slip form to print packing slips for project shipments. A packing slip itemizes in detail the contents of a package and identifies the contents as project resources by task and sequence numbers. The packing slip header shows the packing date, project number, contract number, means of shipment, weight, and number of packages. Contents of the package are listed in lines, identified by project task number, resource sequence number, resource number, and resource description. Lines show the quantity of the resource required for the task and the quantity to pack.

Use the Project Pre-Ship Packing Slip form to print pre-ship packing slips. Pre-ship packing slips allow you to pack and physically ship resources before the shipping is entered in the system.

Before printing a packing slip, you must complete a shipping transaction for the resource in the Project Resource Shipping form. In a shipping transaction a resource is pulled from stock but not packed and physically shipped. Pre-ship packing slips, on the other hand, cover project resources for which shipping transactions have not been entered in the Project Resource Shipping form.

Each packing slip represents one project whose resource items meet the criteria you specify. You can specify a packing slip or a range of packing slips by:

  • Project status
  • Project number
  • Task number and resource sequence number
  • Customer number
  • Transaction date

The system keeps track of the quantity of each resource packed to date. The default quantity to pack in the Project Packing Slip form is the quantity shipped in the Project Resource Shipping form minus the quantity packed in previous packing slips and pre-ship packing slips. The default quantity to pack in the Project Pre-Ship Packing Slip form is the quantity required, as specified in the Qty field in the Project Resources form, minus the quantity packed in previous packing slips and pre-ship packing slips.

Click Print to open the Project Packing Selection form or the Project Pre-Ship Packing Selection form. You can then specify a shipper, weight, number of packages, and the quantity of each resource to pack. You can also delete resources from packing slips and select which packing slips to print.

After you generate a packing slip or a pre-ship packing slip, you cannot generate another slip for the same resource in the Project Packing Slip form or the Project Pre-Ship Packing Slip form. To reprint a copy of a slip, use the Reprint Project Packing Slip report form.

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