Creating special handling codes and instructions

Before you can attach special handling details to an item record, the special handling codes and instructions must be created.

Use this procedure to create the special handling details for special, inventoried, or non-stock items, and special item types. After the setup instructions, continue with steps to view the special handling details on requisitions, purchase orders, purchase order receipts, and warehouse shipment documents.

Select Item Groups.
Open an item group record.
On the Codes tab, in the Special Handling Codes section, click Create.
Specify this information:

Code

Specify a code for the special handling instructions, for example, RM or TEMP.

Description

Create a description for the special handling instruction, for example, Radioactive Material or Temperature Sensitive.

Time Sensitive

Select this check box if handling time is required for the special handling instructions.

Active

The default is Yes.
Click Save.
Use these steps to create Inventoried or Non-stock item types:
1. On the Classes and Codes tab, in the Special Handling section, specify this information:
  
  Special Handling Code
  
  Select a code. When this field is selected, the Special Handling Instructions field is available.
  
  Special Handling Instructions
  
  Provide instructions for special handling.
  When non-IDM setup is used for document templates, only five lines of 100 characters is available. Characters after the fifth line are not printed on generated documents.
  If Time Sensitive is selected, you must specify Special Handling Time in Minutes. Otherwise, Handling Time In Minutes is not required.
Use these steps to create Special item types:
1. Select Contract > Contract Line.
2. Select the Item Detail tab.
3. In the Special Handling section, select the Special Handling Code and the Special Handling Instructions for the item.
  
  When non-IDM setup is used for document templates, only five lines of 100 characters is available. Characters after the fifth line are not printed on generated documents.
  
  If Time Sensitive is selected, you must specify Special Handling Time in Minutes. Otherwise, Handling Time In Minutes is not required.
  
  When special items on a contract line are used on requisitions and POs, any special handling instructions are available on the requisition line and the PO line.
Use this information to view special handling details for items with special handling on Requisitions.
- Inventoried, Non-stock:
  Open the Requisition Line and select the Main tab.
- Special items:
  Open the Requisition Line and select the Main tab, if the details originated from the Contract Line.
  Special handling details can also be created and modified on the requisition line. The special handling details section is available when the requisition line for special item type is saved.
  If the Create Purchase Order field is Yes, then special handling details are also displayed on the Purchase Request and Purchase Order Line
- Requisition Header
  
  An alert message, Items with Special Handling instructions exist, is displayed on the requisition header. Click View items with Special Handling. The Special Handling code and Time Sensitive fields are displayed. Select an item to view the Special Handling Instructions.
Use this information to view special handling details for items with special handling on Purchase Requests:
- Inventory, Non-stock, Special
  Open the Purchase Order Request and select the Line Details tab.
Use this information to view special handling details on items with special handling on Purchase Orders:
- Inventoried, Non-stock
  On the Purchase Order Line, select the Detail tab
- Special
  On the Purchase Order Line, select the Detail tab, if the details originated from the Contract Line.
  Special handling details can also be set up on the Details tab of the Purchase Order Line. After the Purchase Order line for special item type is saved, the Special Handling Details section is available.
- Purchase Order Header
  
  An alert message, Items with Special Handling instructions exist, is displayed on the purchase order header. Click View items with Special Handling.
  
  Purchase Order Putaway Ticket
  
  The last column in the Lines section shows if an item contains special handling. Special handling instructions are listed in the Special Handling section.
Use this information to view items with special handling details on items with special handling on Purchase Order Receipts:
- Inventoried, Non-stock, Special
  On Purchase Order Receipt Line Details, select the Detail tab.
- Purchase Order Receipt Header
  
  An alert message, Items with Special Handling instructions exist, is displayed on the header on the purchase order receipt. Click View items with Special Handling.
Receiving Delivery Ticket

The last column in the Delivery Ticket Lines section shows if an item contains special handling. Special handling instructions and handling time in minutes are listed in the Special Handling section.
Use this information to view special handling details on items with special handling on Warehouse Shipment items:
Warehouse Shipment: Use this information to find items with special handling on warehouse shipment items:
- Inventoried, Non-stock, Special
  On the Warehouse Shipment Line, select the Main tab.
- Warehouse Shipment Header
  An alert message, Items with Special Handling instructions exist, is displayed on the Warehouse Shipment Header. Click View items with Special Handling. To view Special Handling Instructions, select the item.
- Kit Items
  Special handling details for components for a kit item are displayed on the Component tab, which is available if component items exist. The special handling instructions are for each component item.
Warehouse Picklist Print

Warehouse Packing List Print

On each of these documents, a note on the list of items shows if an item requires special handling. A special items section contains instructions by shipment line and handling time in minutes.