Performing Packaging Actions

This document describes how to perform packaging actions. Packaging actions are actions that should be performed based on the packaging used.

Packaging actions can be divided into these parts:

  • Creating customer charges for the packaging
  • Managing the packaging ledger according to returnable packaging.

Outcome

You have added packaging charges on the packages and/or you have specified the packaging in the packaging ledger.

The packaging ledger is stored in the MPCKLG table.

When the packaging ledger is updated, the MPTRNS delivery note packages table is also updated.

Packaging charges

  • Allows automatic creation of delivery charges based on the actual packaging used for delivery
  • Only applies to customer orders.

Packing ledger management

  • Track your own and external parties' returnable packaging
  • Possible to track both as packaging and as stock
  • Packaging tracked outbound
  • Stock tracked both inbound and outbound
  • You can add the packaging as an extra order line on COs and DOs
  • You can create an extra requisition order for the packaging.

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.

Three packaging actions possible for each packaging:

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

Follow these steps

  1. Packaging charges

    Depending on the settings in parameter 265-'Automatic execution of packaging actions' in 'Dispatch Policy. Open' (MWS010), packaging charges are performed manually (0), automatically after fully packed (1), or automatically after fully issued (1).

    This setting is also valid for how updating of the packaging ledger and adding packaging order lines on COs, DOs or RO should be executed. The 'Packaging action' field on the CO order type in 'CO Type. Open' (OIS010) must be activated.

  2. Manual updating of packaging actions is done in 'Delivery. Open Toolbox' (MWS410) by using option 39-'Update packaging actions'.
  3. You start 'Customer Order. Connect Charges' (OIS103) by using option 12-'Charges'. This is useful if you want to change the charges you have defined in the object control table (CMS016/MWS135).

    When packaging actions are executed, the 'Packing status' field is raised to status 40-'Packaging actions completed' on the (MWS410/E) panel.

    Example:

    When packing, these are used:

    • 1 pallet of the first item
    • 2 pallets of the second item
    • 2 cartons of the third item
    • 1 mixed cage to hold all.

    We have defined packaging charges in (CMS016/MWS135) for the packaging:

    • USD 30 to charge for the pallets
    • USD 2 to charge for the cartons.

    Log the returnable cage on the packaging ledger against the customer.

    Display the package structure in 'Delivery. Connect Packages' (MWS423).

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

    The result of packaging actions is displayed in (MWS080) and detailed in (MWS081).

    Errors

    If no customer order line is created, you can view the reasons in EVS083.

    Errors are logged in 'Error Log. Open' (EVS083), which is started by selecting option 14 in 'Batch Customer Order. Open' (OIS275).

    You must make sure that these settings are defined for the packaging item:

    • The cost price must be specified
    • The item must be a sales item
    • The item must exist in the warehouse
    • The country of origin must exist.

  4. Packaging ledger management

    Depending on the alternative in setting 265='Automatic execution of packaging actions' in 'Dispatch Policy. Open' (MWS010), the packaging ledger is updated manually (0), automatically after fully packed (1), or automatically after fully issued (1).

    This setting is also valid for how to update the packaging charges on a customer order, as well as when a CO line, DO line, or RO line should be created for the packaging.

  5. Packaging actions are manually updated in 'Delivery. Open Toolbox' (MWS410) by selecting option 39='Update packaging actions'.

  6. When packaging actions are performed, the 'Packing status' field is raised to status 40='Packaging actions completed' on the (MWS410/E) panel.

  7. The packaging ledger (MWS080/081) is updated as follows:

    Customer order

    • Issue updates ledger according to packaging used
    • Receipt from customer return updates according to packaging returned (if packaging is connected to item in (MMS050)).

    Purchase order

    • Receipts update ledger item received (if packaging is connected to item in (MMS050))

    Distribution order

    • Issue updates ledger according to packaging used
    • If packaging is an item according to (MMS050), then the ledger will be updated

    Requisition order

    • Issue updates ledger according to packaging used
    • If packaging is an item according to (MMS050), then the ledger will be updated
    • Holder/Owner may be specified in (MMS100/101).

Add packaging line on order

  1. If you selected alternative 1='Add line to order' (CO/DO/RO) or 2='Create new requisition order' in the 'Method to create order line' field (DRS080), then an extra order line will be created for the packaging on the CO, RO, and DO. This order line is created after packaging actions are updated manually or automatically (depending on the settings in MWS010, parameter 265).

  2. The packaging order line is displayed as the last order line on the first order in the delivery, if there are several orders in one delivery.

    The packaging order line is displayed as an extra order line on the order.

  3. When you use the 'Add order line' function, the packaging transaction is displayed in the packaging ledger (MWS080) and is also displayed as an inventory transaction in 'Stock Transactions. Display History' (MWS070) and 'Balance Identity. Open Toolbox' (MWS068).

    The packaging order line is displayed in the stock transaction history.

Display and change packaging ledger

  1. Start 'Packaging. Open Ledger' (MWS080/B). Information about the packages is displayed. The view is user defined.

    You can sort the information by:

    1 = Holder, packaging, lot number

    2 = Packaging, holder

    3 = Packaging, last issue date.

  2. On the (MWS080/E) panel, you can display information about the packaging connected to an owner. You can also change the balance. If you do so, a transaction will be recorded in the packaging ledger details to account for the change. The remark in the Remark field will be recorded against that transaction.
  3. The Remark field indicates that the remark entered here will be saved on the detailed transaction history (MWS081) if the balance quantity is changed. It can be used, for example, to record a reason for the balance change.
  4. On the B-panel, option 11-'Details' starts 'Packaging. Open Ledger Transactions' (MWS081) where details about the transactions are displayed.
  5. On the (MWS081/E) panel, the 'Customer order' field and the 'Order number' field are only used for these:
    • The 'Customer order' field is filled in if charges have been added, and the CO number and line number are shown if a CO line was added for an inventory-controlled packaging item.
    • The 'Order number' indicates the order number for a requisition or distribution order. The order number is shown if an order line was added for an inventory-controlled packaging item.

      Note that you cannot add a CO number or RO/DO number for every packaging ledger entry because it is possible to mix lines from different orders in the same package. The reference you need to use is the delivery number.

    Option 20='Packaging' starts 'Packaging. Open' (MMS050).

  6. Undo packaging actions

    In 'Delivery. Open Toolbox' (MWS410), you can select option 40-'Undo packaging actions'.

    These rules apply for when you can or cannot undo packaging actions.

    • CO - If delivery status is 90='Closed receipt', fully reported, and order line added to existing CO

      Order lines and delivery lines that were created for packaging actions are removed.

      Note that this cannot be reversed if accounting is done or invoicing completed.

    • DO - If delivery status is 70-'Shipped from consignor', and order line added to existing DO

      Order lines and delivery lines that were created for packaging actions are removed.

    • DO - If delivery status is 90-'Fully received', and order line added to existing DO

      First, the receipt must be reversed, and then order lines and delivery lines that were created for packaging actions are removed.

    • RO - If status is less than or equal to 44-'Picking list not reported', and order line added to existing RO

      In this status it is possible to de-allocate, delete the RO line, and undo packaging ledger changes.

    • RO - If status is greater than 44-'Transaction completed', and order line added to existing RO

      Order lines and delivery lines that were created for packaging actions are removed (the same as for DO in status 70).

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