Performing Packaging Actions

Outcome

You have added packaging charges on the order delivery.

The packaging ledger is displayed in 'Packaging. Open Ledger' (MWS080) and stored in MPCKLG table. It shows the balance of each type of packaging at different holders. A holder can be a warehouse, a customer, a forwarder, or a supplier.

The packaging ledger transactions are displayed in 'Packaging. Enter Ledger Transactions' (MWS081) and stored in MPCKLT table.

The packaging stock inventory is updated.

Before you start

The settings in Define Settings for Packaging Actions must be defined.

Outline

• PO - To buy new stock of packaging
• RO - Take the packaging out from stock (for example, a claim sent to the supplier)
• CO - Packaging sent with goods
• CO return - Return of packaging from the customer
• RO - Packaging returns using RO (transaction type 40)
• DO - Packaging from/to warehouses.

Automatic or manual application of the packaging actions according to the settings in dispatch policy:

• Automatic when fully packed
• Automatic when delivery fully issued

You can perform these packaging actions for each packaging:

• Add packaging charges
• Update the packaging ledger
• Add order line for the packaging on the CO, DO, or RO

Performing packaging actions for outbound deliveries

Depending on the settings in 265 Automatic execution of packaging actions field in 'Dispatch Policy. Open' (MWS010), packaging actions are performed in these ways:

• Manually (0)

• Automatically after fully packed (1)

• Automatically after fully issued (2)

To manually update packaging actions, use the related option 39-'Update packaging actions' in 'Delivery. Open Toolbox' (MWS410).

Packaging actions for customer orders

The Packaging act field on the CO order type in 'CO Type. Open' (OIS010) must be selected.

These are the results of performing packaging actions for customer orders:

• The Packing status field is raised to status 40-'Packaging actions completed' on the (MWS410/E).

• The packaging charges are displayed in 'Customer Order. Connect Charges' (OIS103), which is started by using option 12 in 'Delivery. Open Toolbox' (MWS410).

• The packaging ledger is updated for the expected holder and displayed in (MWS080).

  The holder can be the customer or the forwarder, depending on the packaging type holder selection table 'Packaging Holder Selection Table. Open' (DRS081). If there is no relevant setup in (DRS081), then the customer becomes the holder by default. If the rule identified has holder type 1-Forwarder but there is no forwarder on the delivery, the holder type reverts to 0-Consignee.

• Order lines are created for the packaging items according to the packaging type holder selection table (DRS081). If there is no relevant setup in (DRS081), the order line creation method from 'Packaging Type. Open' (DRS080) are applied.

  • If you select 1='Add line to order', an order line is created as an additional customer order line. The packaging order lines are displayed as the last order lines on the first order in the delivery, if there are several orders in one delivery.

  • If you select 2='Create new requisition order', a new requisition order issue is created for the packaging item.

Packaging actions for distribution orders

The Packaging act field on the DO order type in 'Req/Distr Order Type. Open' (CRS200) must be selected.

These are the results of performing packaging actions for distribution orders:

• The Packing status field is raised to status 40-'Packaging actions completed' on the (MWS410/E).

• The packaging ledger is updated for the expected holder and displayed in (MWS080).

  The holder can be the receiving warehouse or the forwarder, depending on the packaging type holder selection table (DRS081). If there is no relevant setup in (DRS081), the receiving warehouse becomes the holder by default. If the rule identified has holder type 1-Forwarder but there is no forwarder on the delivery, the holder type reverts to 0-Consignee, which is the receiving warehouse.

  • If you select 1='Add line to order', order line is created as an additional distribution order line. The packaging order lines are displayed as the last order lines on the first order in the delivery, if there are several orders in one delivery.

    When the distribution order is received, the packaging item is also received. If the forwarder is the holder, a requisition order issue is created instead of distribution order lines to support packaging item. If the carrier keeps the packaging, the packaging item cannot be distributed to the destination warehouse, but it can only be issued from the shipping warehouse.

  • If you select 2='Create new requisition order', a new requisition order issue is created for the packaging item.

    When the distribution order is received, a requisition order entry is created to receive the packaging item. If the forwarder is the holder, no requisition order entry is created. If the carrier keeps the packaging, the packaging item cannot be received in the destination warehouse.

• When the packaging item is itself distributed, the packaging ledger is updated.

Packaging actions for purchase order

The Packaging action check box on the 'Purchase Order Type. Open' (PPS095) must be selected.

Purchase order receipts update the packaging ledger when the packaging item is received.

Packaging actions for Requisition order

When the packaging item is itself issued or received with a requisition order, packaging ledger is updated for the holder set on the order line.

Errors in order line creation

If no customer order line is created, you can view the reasons in 'Error Log. Open' (EVS083).

To access the error log in (EVS083), select option 14 in 'Batch Customer Order. Open' (OIS275).

To avoid errors, make sure that these settings are defined for the packaging item:

• The cost price is specified.
• The item is a sales item.
• The item exists in the warehouse.
• The country of origin exists.

Undo packaging actions

To revert the packaging actions, select option 40-'Undo packaging actions' in (MWS410).

Display and update the packaging ledger

You can display balances for the packaging at different holder on 'Packaging. Open Ledger' (MWS080/B). You can update the balance manually. Each manual update of the ledger result in a transaction is recorded in the packaging ledger transactions in (MWS081). Use the Remark field to indicate the reason for the update. The remarks are then saved on the detailed transaction history in (MWS081).

To access a list of all packaging ledger transactions, click the related option 11-'Details'in (MWS080), which opens (MWS081).