Implementing cartonization

Follow this checklist to perform the tasks to implement cartonization:

Task Reference
Set up the appropriate functional security in SA Operator Setup for the operators who are implementing cartonization.

The function acronym for the Product Cartonization Package Setup is ICSCN.

Setting operator function security
Verify product dimensions on the General tabs on Product Setup and Product Catalog Setup records. Check the height, length, and width. The cube value is automatically calculated.

You can use SA Mass Maintenance Administration to review and update the product and catalog records. If you update the height, length, or width, the cube value is re-calculated when you perform the final update.

Infor Distribution SX.e Mass Maintenance User Guide
Activate cartonization and set up company-level default values for units of measures and the carton ID format. Activating cartonization
Set up records that provide a general description of each type of package that you use to ship products. Setting up a package type for cartonization
Set up package group types to categorize package types. Setting up a package group type for cartonization
Set up package records for each warehouse that is enabled for cartonization. Setting up a package for cartonization
Assign dimensions weight divisors to carriers. Assigning a dimensional weight divisor to a carrier
Activate cartonization for warehouses and specify processing parameters. Optionally, override the company-level format for the carton ID format. Setting up a warehouse for cartonization
Optionally, specify customer preferences for cartonization processing, shipping confirmation, and carton information on invoices. The customer settings override warehouse-level default settings. Setting up a customer for cartonization
Specify package and packing parameters for inventory and catalog products. Optionally, override the company-level unit of measure for the products. Setting up an inventory or catalog product for cartonization
Optionally, specify package information and dimensional measurements for products with a converted unit. Setting up a product unit conversion record for cartonization
Set up the appropriate functional security in SA Operator Setup for the operators who will use cartonization.

The function acronym for Product Cartonization Center Entry (Cartonization Center) is ICECN.

Setting operator function security
Grant authority to select operators to override the authorization point, Not All Cartons Confirmed For Shipment, for sales orders and warehouse transfers. Setting authorization point security for multiple operators

Printing labels

To print labels for cartonization, you must be integrated to Enterprise Printing Platform. The Infor Distribution SX.e Configuration Guide for Enterprise Printing Platform includes the instructions to install and connect to Enterprise Printing Platform. It also includes instructions to load the default label templates and dictionary files and set up label printers in SA Printer Setup.