Setting up a warehouse for cartonization

  1. Select Product > Setup > Warehouse.
  2. Search for the warehouse to set up for cartonization, and then click the right arrow to open the record.
  3. Click Cartonization, and then click Edit.
  4. Specify this information:
    Use Cartonization

    Select one of these values to indicate how packages from the warehouse should be processed:

    • Auto Assign Order Entry Order

      Cartons are automatically assigned when pick tickets are printed for sales orders. If cartons were assigned to a sales order in the Cartonization Center before picking occurred, those cartons are used.

    • Auto Assign Warehouse Transfers

      Cartons are automatically assigned when pick tickets are printed for warehouse transfers. If cartons were assigned to a transfer in the Cartonization Center before picking occurred, those cartons are used.

    • Auto Assign Orders and Transfers

      Cartons are automatically assigned when pick tickets are printed for sales orders and warehouse transfers. If cartons were assigned in the Cartonization Center before picking occurred, those cartons are used.

    • Manually Assign Order Entry Order

      The operator can automatically or manually assign cartons to sales orders in the Cartonization Center before or after picking.

    • Manually Assign Warehouse Transfers

      The operator can automatically or manually assign cartons to warehouse transfers in the Cartonization Center before or after picking.

    • Manually Assign Orders and Transfers

      The operator can automatically or manually assign cartons to sales orders and warehouse transfers in the Cartonization Center before or after picking.

    Process Warehouse Transfer Direct Orders Only When Using Auto

    Select this option to limit automatic assignment of cartons to warehouse transfer direct orders. Automatic assignment of cartons only occurs when the pick tickets are printed through the Transfer Entry Print WT Report.

    The use of cartonization on a warehouse transfer direct order is determined by the customer on the tied sales order. If the customer uses the warehouse default settings, then use of cartonization is based on the warehouse.

    Multiple Orders Combined in Cartons When Same Ship To Location

    Select this option to allow products from multiple orders to be combined in cartons that are being shipped to the same location. The cartons are shipped by the same carrier.

    Shipping Confirmation

    Select this option to require shipping confirmation before the sales order or transfer can be shipped. Shipping is confirmed when all products and cartons for an order or transfer were shipped.

    Operators can override the shipping confirmation requirement when shipping an order or transfer, if granted authorization. You must set up the override capability in SA Authorization Point Setup.

    Minimum Cube Percent and Maximum Cube Percent

    Specify the minimum and maximum fill requirements for a package. These values are the default values for the same fields on Product Cartonization Package Setup records that are set up for the warehouse.

    Track Contents of Packages

    Select this option to track the quantity of each product in each package. The information is displayed in the Cartonization Center and included in BODs and on documents such as pick tickets and invoices. If you do not select this option, only packages are tracked, not the detail of the packages.

    Print Carton Information on Advanced Shipping Notice (ASN)

    Select this option to include carton information on EDI 856 Advance Ship Notices that are sent to the customer through ION BODs.

    Print Carton Information on Invoice Prints

    Select a value to indicate what type of carton information to include on an invoice. You can include item-level or order-level information, or both or neither.

    This setting only affects invoices that are generated in Print Format 4 to Infor Document Management's Output Management and third-party applications. It does not affect invoices that are output directly to a printer.

    Package Dimensional Size Measured in Cubic

    Specify the most common unit of measurement that is used to determine the size of packages in the warehouse. If you select AO Default to use the UOM from SA System Administrator-System-General, the UOM is displayed beside the field.

  5. To override the carton ID defaults that are set up for the system in SA Administrator Options-System-General, select Load Carton ID from Warehouse Settings. Then, customize the format of the carton ID.
    1. Select one or more of these values to include in the ID and then specify the position of the value within the ID:
      Note: Only the carton number is required for the carton ID.
      • Use Package Type in ID

        The package type that is used in the carton ID is from the Product Cartonization Package Setup record. If a package type is not specified on the package setup record, then the package type from the Package Type Used for Carton ID Label field in SA Administrator Options-System-General is used.

        Package types are set up in SA Table Code Value Setup. If a code is specified in the Package Type Used for Carton ID Label field on the package type record, it is used in the carton ID. If a code is not specified, the value from the Type field on the package type record is used.

      • Use Warehouse in ID
      • Use Additional Lettering in ID

        The letters that are used in the carton ID are based on the value in the Carton ID Last Lettering field.

    2. If you selected Use Additional Lettering in ID, specify the beginning values for the first carton ID.

      The letter sequence increments with each carton ID. For example, if you specify AA in the field, AA is included in the first carton ID. AB is included in the second carton ID, and AC is used in the third carton ID. After AZ is used, BA is used. After ZZ is reached, the sequence restarts with AA.

      If you leave this field blank, AA is the starting default value.

  6. Click Save.
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