Introduction

A packing list is a subset of purchase order lines. One packing list can contain lines from different purchase orders. And 2 packing lists can contain the same line, with different quantities. This document describes the packing list functionality in full. 

Scenarios

The common scenario is management of receipts from far-east, where the factory sends a packing list containing the goods for the shipment. The functionality covers the following use cases:

• Creation of packing lists
• Maintenance and updating of receiving dates

Prerequisites

General setup

In order to use the packing list functionality, the feature must be enabled in "Anyware Retail Setup". There are two fields that are mandatory for the functionality to work under the "User Experience" tab.

On top of this, a number series needs to be assigned to the packing lists. This is done in the tab "Numbering".

Lead time calculation

A number of different lead time calculation components are used when calculating the arrival dates on the packing lists:

• "Factory Lead Time" on the vendor card
• A lead time matrix setup based on country of origin, transport method and target location code.
• "Inbound handling time" on the location card.

The matrix for setting the lead time based on country and location is available on the list page of the packing lists. Click "Transport Lead Time"-button.

Walk through

Create packing list

Creation of a packing list is done from the purchase order page. A new packing list can be created, or lines from the purchase order can be assigned to an existing packing list. Follow the steps below to create a packing list:

1. Start by opening up a purchase order.
2. To create a packing list, click "Assign to packing list".
3. A wizard will show on the screen. Click "Next" to start the process.
4. A purchase order needs to be selected. The current purchase order is prefilled in the wizard.
5. Choose to create a new packing list, or assign to an existing.
6. If "Assign to existing" is chosen, a picker for a packing list is made visible and required.
7. Click "Next" to go to the next step.
8. The lines from the purchase order is displayed in the wizard.
9. Check the checkbox "Assign" on the lines to assign, and review the "Quantity to Assign" column.
10. Click "Next" to go to the final step.
11. Fill out the main transportation method used to transport the goods from the factory to the warehouse.
12. Also fill out the actual "Ex-factory Date", date when the goods leaves the factory.
13. Click "Finish" to create the packing list.

The packing list is now shown on the screen.

Show packing lists for a specific purchase order

On the purchase order, a button for showing created and assigned packing lists is included. A click on this button displays a list of all the packing lists associated with the current purchase order. It is also possible to search for "Packing Lists" in the search pane to display all packing lists.

Update dates on the packing list

The packing list contains two sets of dates:

• Planned Dates
• Confirmed Dates

The planned dates are based on lead time calculations and forms a forecast when receipt can be expected at the warehouse. The confirmed dates can be setup to also use the lead time calculations, but they can also be disconnected and stand-alone. Each set of dates contains the following fields:

• Ex-factory Date
• ETD Date
• ETA Date
• Warehouse ETA Date
• In-stock Date

To update one or several of these dates, open up the packing list and go to the tab for the dates in consideration.

Containers

One or more packing lists can be assigned to a container, which is used to mass-update the ETA date for the assigned packing lists. To assign a container to a packing list, follow the steps below:

1. Open up a packing list to assign.
2. Click "Create Container". This will open up the wizard for container creation.
3. To start the wizard, click "Next". This will show a few container related fields to fill out:
• Container number
• Description
• Container type
• Name of transporting vessel
• Shipment reference
4. Click "Next" to go to the last step.
5. Fill out the confirmed ETD date. This will be set on the packing list as well as on the container.

A container is now created.

Overview

The overview page is accessible from the list of packing lists, by clicking the button "Show overview". This will show a tree page with containers and connected packing lists, as well as stand-alone packing lists. This together with the monitoring dates completes this overview. The dates are color coded depending on if the dates are confirmed or not.