Packing Orders from Carton Packing Maintenance

Carton Packing helps you pack and confirm product quantity for orders in both RF and manual warehouse environments. When packing cartons, use the following basic flow:

• Select the order to pack.

• Define detailed carton information.

• For each product on the order, indicate the quantity that you pack into the carton.

• Print necessary product, carton, and shipping labels.

• Stage the carton for delivery.

During the packing process, the system updates the carton information when the user clicks Add Carton or Finished, such as the remaining quantity to be packed and the carton status, so that you can monitor an order's packing status. The system prevents other users from packing other items on the same order generation as the original packer.

To pack an order from Carton Packing:

1. From the Whse Mgt menu, select Carton Packing to display the Carton Packing screen.

Note: If you are using the Warehouse Picking Confirmation Queue to process orders and depending on the setting in the Order Packing Popup When Confirming To PACKING control maintenance record, the system either automatically displays or prompts to display the Carton Packing screen from the queue when the order's status updates to Packing.

2. In the Branch field, enter the shipping branch for the order you are packing.

3. In the Order field, enter the order number for the order or scan the tote ID for the tote you are packing.

The system displays a list of the order's cartons on the Order Status screen.

Make sure your tote is staged. The system warns you if the order has not been completely picked. You must be assigned the PACK.PARTIAL.PICKED.ORDER authorization key to pack partial orders.

4. After you have selected a carton and order to pack, one of the following occurs:

• If you are creating a new carton in which to pack the order, the Carton Header screen displays. Enter all required header information and press Esc to return to the Carton Packing screen.

• If you selected an existing carton, the system displays the carton information on the Carton Packing screen.

5. Review the fields and columns and adjust information, as needed.

   Field/Column	Description
   Cust	Entity to whom the order is being sent.
   Status	Carton's current status.
   Ctn Type	Type of carton you are packing as indicated on the Carton Header screen. Note: Define carton types in the Valid Package Types Valid Package Types control maintenance record.
   Order ID	Order on which the product to be packed exists. Use the Change Viewhot key to display or hide this column.
   Product	Product to pack for the order.
   ToPak Qty	Quantity remaining to be packed for the line item. This quantity represents to-be-packed quantity for all carton into which the order is being packed. It updates as quantity is packed into or unpacked from any of the order's cartons.
   Pack Qty	Quantity packed for the line item in the currently display carton only.
   Tote	If picked using RF, the tote into which the product was picked. Totes must be staged before you can begin packing their content. When any quantity from a tote is packed into a carton, that quantity is removed from the tote and a new line item is created for the packed quantity. This new line item for the packed quantity no longer displays the tote in the Tote field. The in-process record is split, as needed, and closed. The quantity remaining in the tote displays on another line with the tote still displayed in the Tote field. Note: This field is blank if the order was picked in a manual warehouse environment or if the in-process record for the order was closed in an RF warehouse environment.
   Lbl	Number of product labels to print for the line item, as set up in Additional Price Maintenance. If you need to manually print labels for the product, use the Lbl Prd hot key.

Note: If the Print MTRs check box is selected for a product or order, the system displays an Enter Heat Numbers screen. Enter the associated heat numbers and continue packing. The system prints MTR documents, as needed, when complete.

6. In the Pack Qty field, enter the number of items for the product that you are packing into the current carton.

The system reduces the numbers displayed in the ToPak Qty and Lbl fields by the number indicated as packed.

Important: If you see a negative quantity, the item has been over-packed. In the event that a Tote is consolidated while it is being packed or a line item is modified while being packed, the carton shall retain the quantity the user indicates. However, if the carton is viewed or edited after this overpacking condition, the To Pack Qty field could display negative quantities.  To correct this, unpack the overpacked quantity.

7. Repeat step 6 for each item that you are packing into the current carton.

8. After you have packed the carton, press Esc.

9. The system displays a prompt asking if the carton is completely packed.

10. At the prompt, enter Y to indicate that the carton is completely packed and to display the Carton Staging screen.

11. In the Directed Locn field, enter the location into which you are staging the packed carton and press Esc to stage the carton.

The system updates the carton's status to Staged.

12. If there are not anymore to-be-packed quantities for the order, the system displays a prompt asking if the order is completely packed. At the prompt, enter Y to update the order's status to Packed. Order's status in the Open Order Status Review Queue to reflect that the order has been packed

Note: If the system does not display the prompt asking if the order is completely packed, to-be-packed quantities for the order remain. Continue packing the rest of the order in a new carton or have another packer complete the order.

13. Press Esc to exit the screen.

To pack an order from Carton Packing Maintenance:

Note: If you are packing master cartons, see Packing Master CartonsPacking Master Cartons in this documentation.

1. From the Warehouse Management menu, select Carton Packing to display the Carton Packing window.

2. In the Order ID field, enter the order number for the order that you are packing. You can also scan or enter the tote ID for the tote you are packing.

If cartons exist for the order, the system displays a list of the order's cartons on the Pack Order Status information. Select the carton to display or create a new carton.

Note: Make sure your tote is staged. The system warns you if the order has not been completely picked. You must be assigned the PACK.PARTIAL.PICKED.ORDER authorization key to pack partial orders.

The system populates the carton information and items available to pack.

3. Review and edit the Carton Detail information, as needed.

   Field	Description
   Carton Type	Type of carton you are packing. Carton types are set up in the Valid Package Types control maintenance record.
   Status	Current status of the carton.
   Ship Via*	The shipping method for the carton as setup in Ship Via Branch Maintenance.
   Directed Location*	Packing location for the carton.
   PLTS Carton#*	Indicates the current master carton number associated with this carton number. The name of this field depends on the Master Carton Package Type Master Carton Package Type control maintenance record setting.

   * View Only

Note: If the Print MTRs check box is selected for a product or order, the system displays an Enter Heat Numbers window. Enter the associated heat numbers and continue packing. The system prints MTR documents, as needed, when picking is complete.

4. You can load or edit the Carton Header information, as needed. None of these fields is required.

The Available To Pack area displays all items on the orders that can be loaded into a carton. The system controls the quantity that is packed from this pane by the Option settings in ... These settings can be overridden by pressing Ctrl-Q. For example, typically you scan each item, but when a quantity of 75 for a single item type needs to be packed, 75 scans is an inefficient use of time. You can use Ctrl-Q to force a quantity-prompt pack event. Then enter 75 at the prompt and scan one of the 75 items.

The Packed In Carton area displays all items that have been loaded into the current carton.

Note: You can add other columns to these views, if needed, by using User-Defined Columns. Click and select User Defined View Maintenance.

5. Pack material manually or by scanning items.

6. To view the currently packed items or the available cartons, click Pack Order Status.

Note: Use your mouse to hover over the items and see which products are already packed. From the Options menu, click Show Detail to display the tote and carton details at the bottom of the window.

7. Click Finished.

The system closes in-process records and updates items on sales order with a status of Packed.

8. If prompted with the Carton Details window, enter the carton type and staging locations and click OK. This prompt displays if no location has been selected in the carton packing process.

   

Note: If packing a standard carton, you can enter a Master Carton ID to associate the current carton with a master carton. The system retrieves the master carton's staging location and saves it on the current carton.

You can pre-define your carton type through your terminal settings. After entering or scanning  the staging location the system closes the window, updates the Carton Type and Staging Location information, and changes the status to STAGED. If the you select Cancel at the prompt, then the system updates the information and leaves the carton in a PACKED status.

More Options from the Carton Packing Screen

The Carton Packing screen also offers these options.

The Carton Packing Maintenance window offers the following options:

Note: Labels should print automatically depending on how you have your activity triggers setup, but you can use these options when additional labels are needed, such as if the printer jams.

See Also:

Carton Statuses for Carton Packing