Define Settings for Packaging Actions

This document describes settings for packaging actions. Packaging actions are actions that should be performed based on the packaging used.

Packaging actions are useful for:

Packaging actions can be divided into two parts:

Outcome

You have defined settings for packaging charges on the packages and/or you have entered the packaging in the packaging ledger.

Packaging charges allows automatic creation of delivery charges based on the actual packaging used for delivery.

This only applies to customer orders.

Packaging ledger management allows the following functions:

Before you start

To create customer charges for the packaging, an extra customer order line, you must make sure that the following settings are defined for the packaging item:

Follow these steps

Settings for packaging charges

To create customer charges for the packaging, an extra customer order line, you must be sure that the following settings are defined for the packaging item:

  1. Start 'Dispatch Policy' (MWS010). Fill in the '240 Packing reporting method' and the '265 Automatic executions of packaging actions' fields.

  2. In 'Packaging. Open' (MMS050), you must select a packaging type that has the 'Apply CO charges' field activated (1 or 2). This is done in 'Packaging Type. Open' (DRS080).

  3. You have to define the charge and its amount in 'CO Charge. Open' (OIS030). These charges will be connected to a CO via the object control table.

  4. You define which charges will be added to the packaging by using 'Packaging Charges Selection Table. Open' (MWS135). The objects used for control charges in (MWS135) are set in 'Generic Object Control Table. Open' (CMS017). In (CMS017), packaging type is also connected to the object table. You start (CMS017) from 'Available Object Control Parameters. Open' (CMS016).

  5. When you have defined the control objects, you start (MWS135) by using option 11=Object table detailed lines. Here you enter values for the objects, charge and priority.

  6. Do not forget to activate the 'Packaging action' field on the CO order type in 'CO Type. Open' (OIS010).

  7. You are now ready to create customer orders that include packaging charges.

    Settings for packaging ledger management

    Packaging ledger updates occur in two ways:

    • When goods are packed during dispatch, they are packed into certain types of packaging. If this packaging has a packaging type for which packaging ledger updates are activated (DRS080), then the ledger (MWS080) will be updated for the holder (CRS685) associated with the consignee and consignor when the packaging actions are executed (see the dispatch policy). This method is used for general shipping of packaging where the packaging item, as defined in (MMS050), itself is not ordered or dispatched.
    • When packaging items are processed for inventory, and the packaging item has packaging ledger updates activated in (DRS080), then the packaging ledger (MWS080) will be updated for the holder (CRS685) associated with the consignee and consignor at the same time as the transaction history (MWS070) is updated. The actual balance for the packaging can be displayed in (MWS060). This method is used, for example, with customer returns of pallets, purchase receipt of packaging items or movement of packaging items between warehouses (that is, the packaging item must be defined as an item in (MMS050)).
  8. Start 'Dispatch Policy' (MWS010). Fill in the '240 Packing reporting method' and the '265 Automatic executions of packaging actions' fields.

  9. In 'Packaging Type. Open' (DRS080), you must activate the 'Include in packaging ledger' and the 'Method create order line' fields.

  10. On the (DRS080/E) panel, fill in the three fields for the text on the packaging documents: Document text, General packaging type and General item type.

  11. Start 'Packaging. Open' (MMS050) and fill in the 'Item number' field.

    You have to fill in this field if you want the packaging to be included in the CO and DO order as an order line, and also be displayed in the on-hand inventory balance (MWS060) and transactions history (MWS070). This is used, for example, with customer returns of pallets, purchase receipt of packaging items or movement of packaging items between warehouses.

  12. Do not forget to activate the 'Packaging action' field for the order type in 'CO Type. Open' (OIS010), 'RO/DO Order Type. Open' (CRS200) and 'PO Type. Open' (PPS095).

    Define an owner

  13. Start 'Item Owner. Open' (CRS685). Enter the owner or holder of packaging materials.

    Option 11='M3 ID' starts 'Owner. Connect Identity' (CRS686). Enter the owner type.

    M3 ID starts (CRS620) for owner type 1, (CRS610) for owner type 2 and (MMS005) for owner type 3. Select the appropriate M3 ID.

    Note: You can have several owner types and M3 IDs connected to one owner.

Parameters to set

Settings for packaging charges

Program ID/ Panel

Field

The field indicates …

(MWS010/G)

240 Packing reporting method

… the packing reporting method. Simple packing (method 1) or advanced packing (methods 2, 3 and 4) work together with customer charges.

(MWS010/G)

265 Automatic executions of packaging actions

… whether packaging actions should be executed automatically as soon as a delivery is fully packed or fully issued.

0 = No, packaging actions are performed manually by using option 39 in (MWS410)

1 = Yes, packaging actions are performed automatically when fully packed

2 = Yes, packing actions are performed automatically when the delivery is confirmed as shipped.

(MMS050/E)

Packaging type

… the packaging type used to group different packaging or containers to be printed on freight documents.

You must select a packaging type that has the 'Apply CO charges' field activated (1 or 2) in (DRS080).

(DRS080/E)

Apply CO charges

… whether packaging is charged to the order. This applies to customer orders only, transaction type=31 (TTYP=31).

For alternative 1 and 2, the cost of the packaging is added to the order.

You must select alternative 1 or 2.

(OIS030/B)

Charge

… the unique ID of a charge.

(OIS030/E)

Internal charge

… whether the charge is internal.

The valid alternatives are:

0 = No, external charge

1 = Yes, internal charge.

An internal charge is added to the total order cost when the contribution margin is calculated. The customer is always invoiced for external charges, while internal charges are not invoiced.

Select external charge (0).

(CMS016/B)

Object control parameter

.. the available object control parameter, where you can define your objects and values.

(CMS017/B)

Program name

… the program that is used for the object control table. In this case, fill in 'MWS135' here.

(CMS017/E)

Warehouse

… the warehouse for which this object control table is valid.

(CMS017/E)

Priority

… the sequence in which each information field should be displayed.

To change the sequence, switch the numbers. To add new information fields, enter the numbers and names of the desired information fields.

Example:

To add a new information field between 10 and 20, assign this new field a number between 11 and 19. Press Enter. The new field is then placed in the correct order.

(CMS017/E)

Field 1, 2 ,3 ,4

… a field or data element from a specific file.

This field is used to create keys or search paths for user defined tables and also to create the contents of user defined files.

Note: 
  1. The 'OATEPA=Packaging terms' field can only be used if a separate delivery number is always created for one customer order. The '020 One order per delivery number' field in (MWS010) must be activated.

  2. You have to finish the packaging type entry in (DRS080) before you can connect the packaging type to an object table in (CMS017). When this is done, you start (MWS135) from the (DRS080/E) panel by using F14=Packaging charges.

(CMS017/E)

Status

… the status of the generic object control table. The valid alternatives are:

10 = Preliminary

20 = Definite

90 = Blocked/Expired.

(CRS109/B)

Field group

… a grouping of several fields from different files that regulate matrix entries. In this case, the MMAD6 'Packaging Charges Selection' field group will be selected.

Field groups are defined by the system and cannot be changed.

(MWS135/B)

Priority

… the table priority from the table in (CMS017). When searching for packaging charges, the tables are searched in order of priority for a set of rules that correspond to the specified object values. These sets of rules are displayed below as 1, 2 or 3 fields called the 'Start value 1, 2, 3' field.

(MWS135/B)

Start value 1, 2, 3

… the first, second and third valid value to be compared with the contents of a control object. If the contents are greater than or equal to this start value, the record will be accepted.

If there are several start values, the one that is the closest to the lowest value is valid.

Example:

Start value 1 could be 'Product group'. Select a product group by pressing F4=Prompt.

Start value 2 could be 'Item no.'. Select an item number by pressing F4.

Start value 3 could be 'Customer no.'. Select a customer number by pressing F4.

(MWS135/E)

Charge

… the unique ID of a charge. This is the charge you defined in (OIS030), and you connect it here to the object control table.

(OIS010/G)

Packaging action

… whether a packaging action is taken for the customer order type. You must select alternative 1=Yes.

Settings for packaging ledger management

Program ID/ Panel

Field

The field indicates …

(MWS010/G)

240 Packing reporting method

… the packing reporting method. Simple packing (method 1) or advanced packing (methods 2, 3 and 4) work together with packaging ledger management.

(MWS010/G)

265 Automatic execution of packaging actions

… whether packaging actions should be executed automatically as soon as a delivery is fully packed or fully issued.

0 = No, packaging actions are performed manually by using option 39 in (MWS410)

1 = Yes, packaging actions are performed automatically when fully packed

2 = Yes, packing actions are performed automatically when the delivery is confirmed as shipped.

(DRS080/E)

Include in packaging ledger

… whether packaging of this packaging type is included in the packaging ledger. Select alternative 1=Yes.

(DRS080/E)

Method create order lineq

… the method for creating a new order line. Select 1=Add line to order (CO/DO/RO), or 2=Create new requisition order. If you want the packaging transactions to be included in the inventory balance and history ((MWS060) and (MWS070)), you must select alternative 1 or 2.

For alternative 1, the packaging is added as an order line on the first order for the delivery. The added order line will be automatically issued.

For alternative 2, a requisition order is created for the packaging regardless of whether the packaging was used for a CO, DO or RO. The requisition order will be created using the order type specified for the packaging type.

(DRS080/E)

Document text

General packaging type

General item type

… the three fields for the text on the packaging documents.

(MMS050/E)

Item number

… the item number connected to this packaging. If packaging actions are activated for this packaging's packaging type, then an item number must be entered. The item number entered here cannot be used for another packaging.

When the packaging ledger is to be updated for inbound goods, this item number is used to find which packaging should be used to update it. For the packaging ledger to be updated, the packaging type must have this action activated and the order type (for example, PO type) must have packaging actions activated. Under these conditions, a receipt of the item entered here will result in the packaging ledger being updated for the relevant owner/holder.

(OIS010/G)

(CRS200/H)

(PPS095/I)

Packaging action

… whether a packaging action is taken for the order type. You must select alternative 1=Yes.

CRS685/B)

Owner

… the owner or holder of stock or packaging materials.

This field is used as the identity against which the packaging ledger (MWS080) is updated.

(CRS686/B)

Owner type

… the type of M3 identity that is associated with the owner.

The valid alternatives are:

1 = Supplier

2 = Customer

3 = Warehouse.

Note: You can have several owner types connected to one owner.

(CRS686/B)

M3 ID

… the M3 ID that is connected to an owner. The M3 ID is controlled by the owner type.

M3 ID starts (CRS620) for owner type 1, (CRS610) for owner type 2 and (MMS005) for owner type 3. Select the appropriate M3 ID.

Note: You can have several M3 IDs connected to one owner.
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