Creating Packaging Instructions

To create a packaging instruction:

  1. Select Shipping > Configuration > Packaging Instructions.
  2. Click Create.
  3. Specify this information:
    Packaging Instruction
    This field shows a code to identify the packaging instruction that describes how the item must be packaged.
    This field shows the item number that identifies the item.
    Item Description
    This field shows a short description of the item.
    Item Usage
    The item usage categorizes the use of an item based on, for example, environmental factors or frequency of use. It is used as an additional search criterion.
    For example, a serial item may be packed differently than a spare part.
    This field provides the unit of measure of the quantity.
    Specify a priority from 1-999 to separate packaging instructions that have the same fields on the search level. This allows you to specify alternative packaging instructions. 0 indicates the highest priority.
    Only packaging instructions having priority 0 are found automatically. If no packaging instruction with priority 0 selection is found, the packaging instruction with the lowest priority is used.
    For example, you might have a packaging instruction for item A and customer B that is to be used automatically. For this packaging instruction, specify 0 as the priority. If you have another packaging instruction with the same field specifications, specify 1 as the priority. If available, another packaging instruction can be used as a replacement if a packaging material is not available.
    Specify a detailed description or build information for the packaging instruction.
    Trading Partner
    This field contains the trading partner. The trading partners are maintained as master data codes.
    This field contains an arbitrary set of characters that is used to uniquely identify a customer in an accounting entity. The customer is read from the ERP system.
    Ship To
    This field indicates the location code that is used with the Ship To Name to identify where the goods are shipped.
    If goods are delivered to an external service provider (ESP), the field indicates the Ship To location of the ESP.
    Effective from Date

    This field shows the first day on which a packaging instruction is valid. The settings are valid until the effective to date.

    Effective to Date
    This field shows the last day on which a packaging instruction is valid.
    Accounting Entity

    For each user, one or more accounting entities can be configured in the security administration. For a specific user, you must set one of these accounting entities as default accounting entity.

    Each transaction belongs to this default accounting entity of the user. The user can alter the default accounting entity using the Accounting Entity combo box.

    The user can view the data of the default and all other assigned accounting entities.

    Optionally, provide a note.
  4. In the List of Packaging Instruction Lines section, click Create.
  5. Specify this information:
    This field shows a code that indicates the level of packaging. The level refers to the packaging hierarchy. Level 1 represents the base level, that is, the container or packaging material on the floor or ground.
    Example: Level 1: pallet, Level 2: box
    Sequence number
    This number indicates the order in which the lines within a packaging instruction are displayed.
    Parent Sequence Number
    This field shows the sequence number of the container that is the parent of the current container. For example, the sequence number of the pallet might be the parent sequence number of the box on the pallet.
    Container Type
    This field shows the identifier of the packaging item. Packaging items are materials that are intended to enclose, or keep together, other packed materials.
    Customer Container Type
    The customer container type is transferred from the ERP system. You can change the type, for example, to adapt for label printing.
    Container Usage
    This field specifies how the container is used within the container structure.
    • INNER: Contains goods
    • OUTER: Envelops an INNER container
    • EMPTY: All accessories that are set to not INNER or not OUTER and have no function, for example, container lids or covers
    • MIXED: An OUTER container with at least 2 INNER containers that are filled with various items
    Specify a detailed description or build information for the packaging instruction.
    This field shows the number of containers on this level in relation to the parent level.
    Content Quantity
    This field shows the quantity of the material contained in the container.
    The Content Quantity field is populated only for the container that contains items. In all other cases the field is filled with 0.
    This field shows the number of containers per layer.
    Complete Layer
    If this option is selected, a layer will be filled with containers if the containers are required to pack the items.
  6. Click OK.
  7. Optionally, repeat steps 4 to 6.
  8. Click Save.