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IN Line

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Generic Line Details

Line #

This displays the line number of the line you are entering, viewing, or editing.

If a packing slip has a large number of lines, you can enter a line number in this field and click Go to move directly to the line number.

Re-number

Use this option to renumber a packing slip line. Click on the line you want to renumber, and enter the number you want to change it to in the Line # field. Then, click Re-number. The line moves within the table when it is renumbered, and all other lines will renumber using the change.

Line Type

This field displays the line type of the line you are positioned on. If you are entering a new line, select the line type here.

Tax Type

This displays the tax type of the order.

This field is read only.

Tax Code

The default value is the tax code of the sales order line.

Status

This field displays the status of the packing slip line in read-only format. See for details about how the status of a line is determined. If you click the ? button, you can also view the order line status.

Inventory Item and Line Details

You can only add lines to a packing slip if the SO Control option Allow additional order lines on packing slip is selected.

If this option is not selected, you can only edit lines that have been generated directly from the sales order.

When you click on a packing slip line, line detail will default from Sales Order Entry. You will be able to view or edit line detail using the scope determined by the SO Control and SO User Preference data entry controls.

In addition to line detail of the sales order, these fields also display in the Packing Slip Maintenance form:

Sales order(s)

This field displays the sales order of the packing slip line. If there is more than one sales order of the packing slip (for example, SO Control option Combine orders on packing slips is selected), all orders can be viewed using a dropdown list.

Qty Ordered

This displays the original quantity ordered for the selected line in read-only format.

Estimated <Dimension>

This field is visible only if the IN Control option Use variable weights is selected.

Actual <Dimension>

This field is visible only if the IN Control option Use variable weights is selected.

The primary reason for maintaining packing slip lines is to review line quantities, and make appropriate adjustments where the quantity supplied differs from the quantity ordered. The Qty Supplied field can be updated for a packing slip line to reflect the actual quantity supplied. These scenarios apply:

Qty Supplied > Qty Ordered

You can increase the line quantity so that it is greater than the original line quantity, however, any increase will be subject to the same checks that occur during sales order entry. Greentree will perform a check to determine whether there is sufficient inventory to meet the adjusted quantity.

If there is sufficient inventory to meet the requirement, and the SO Control option Update order with oversupplied quantity is selected, the adjusted quantity updates back to the original sales order line

Note: Specific rules apply to the over-supply of lines for items that are serial/lot and/or dimension controlled.

Qty Supplied < Qty Ordered

You can decrease the line quantity so that it is less than the original line quantity. In this scenario, Greentree references SO Module Control to see which action is assigned for handling short-supplied items, and the selected action will occur.

Qty Cancelled or Line Deleted

All or part of a packing slip line can be cancelled. This can be done by clicking on the line you want to cancel, and clicking the Cancel Line button on the Line Item tab. You can also right-click the mouse from the line within the table (position to the Type field) and select Cancel Line.

You must select a reason code for the cancellation (from one of the pre-defined Cancel Reason codes set up in SO Status Definition Maintenance), and the quantity you want to cancel, which can be all or part of the full line quantity. Then select a Sales order action, which determines how the cancelled quantity will be treated:

Cancel - If you select this option, the order line Cancelled quantity will increase by the quantity cancelled here, and the packing slip line quantity supplied will reduce by the same quantity. When the packing slip line has invoiced, there will be no outstanding quantity against the line.
Backorder - If you select this option, the order line Qty BO will increase by the quantity cancelled here, and the packing slip line quantity supplied will reduce the same quantity. A second packing slip may be generated for the quantity at a future time, when the inventory is available.
Re-instate - If you select this option, the order line Quantity ordered remains unaffected by the cancellation. The packing slip line quantity supplied will reduce by the quantity cancelled. This indicates that only part of the order line is being supplied, but the balance is expected to be supplied at a future time, and a second packing slip will be generated as applicable.

Click the Save icon to save the cancellation or exit the form without saving changes.

There are two other scenarios that require user intervention when selecting a system action:

Where the line quantity supplied is reduced to a quantity less than the original order quantity, and the SO Control Short supplied items action is Prompt for Action.
Where a packing slip, or packing slip line is deleted and the SO Control option Delete packing slip/lines is Always prompt for action.

In these situations, you can select Re-instate, Backorder or Cancel from a pop-up form.

To delete a packing slip line, press Shift-F2 or click delete while on the line. You can only do this if the line has a status which allows such an edit. See Delete packing slip/lines options in SO Control for information about how Greentree handles deleted packing slips/lines.

warning You can't cancel orders or lines if the SO Preference option Allow cancelling of order/lines is not selected.

Integration With Other Greentree Module Features

Kitset

This button is enabled if you are positioned on a packing slip line for a kitset item. Click it to view the kitset details for the line.

Serial/Lot

This button is enabled if you are positioned on a packing slip line for an item that is serial or lot controlled. Click it to view or edit serial/lot details (if assigned when the order was entered) or to assign serial/lot details for the line.

Dimensions

This button is enabled if you are positioned on a packing slip line for an item that is dimension controlled. Click it to view or edit/assign dimension details for the line. Generally, dimension details will be entered when or order entry as the customer will request specific dimensions. However, dimension quantities can be edited in the Packing Slip Maintenance form.

Actual <Dimension>

This button is visible only if the IN Control option Use variable weights is selected.

Bins

If the Warehouse Bin Management module is in use, click this button to view the bins that have been allocated to pick from.

Right Mouse Line Options

When you are positioned on a sales order line within the table (position in Type field), you can right-click the mouse to access options specific to the line. These include:

Order Line Status

Select this option to view information about line quantities and values.

Cancel Line

Select this option to cancel all or part of a packing slip line. You can also press Shift-F2 to delete the entire line.

warning You can't cancel orders or lines if the SO Preference option Allow cancelling of order/lines is not selected.

Kitset

This option provides access to the same information as the Kitset button on the line item tab.

Serial/Lot

This option provides access to the same information as the Serial/Lot button on the line item tab.

Dimension

This option provides access to the same information as the Dimensions button on the line item tab.

Re-number

Select this option to renumber the line within the table, change the existing number in the left hand column of the table, and then apply the renumber function.