Packing Slip Form

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This form is accessible if the option to Use packing slips is selected on the Sales Order sheet. The Packing Slip form is used to enter controls of the printing packing slips, and Packing Slip Maintenance. The options selected will integrate with tasks for packing slips.

Prompt to confirm bulk generating of packing slips

Select this option to receive a prompt to confirm when you click the Generate Packing Slips button when generating packing slips.

Recalculate Prices when Generating Packing Slips

Select this option to recalculate sales order line prices when generating a packing slip. You can select this option if you often enter sales orders before inventory is received, and you want pricing to be recalculated based on any cost changes of the last receipt

If the Hold Price option was selected for a sales order line, Greentree doesn't recalculate the price for the line when generating a packing slip.

Default all to selected when generating packing slips

Select this option to select all order lines when the packing slip generation process runs.

Combine Orders on Packing Slips

Select this option to combine multiple sales orders on a single packing slip.

Update order with oversupplied quantity

Select this option to update sales order lines where the quantity supplied to the customer exceeds the quantity ordered. Greentree retains the original order quantity if you don't select this option.

Allow Editing of Finalised Packing Slip

Select this option to edit packing slip lines after they have been finalised, before being invoiced. This may be a requirement to support discrepancies encountered during picking, where final adjustments must be made before an invoice is generated.

This option is also available in Sales Order User Preferences if it is selected here. You can change this option at a user-level.

Print Order Header Text

If you select this option, text entered into the sales order header prints on the SO Packing Slip report.

Separate Packing Slips per Warehouse Location

Select this option to generate separate packing slips for each warehouse of the sales order.

If the order number is the packing slip number, Greentree creates two packing slips using the order number as the packing slip prefix for both, and .01 as the suffix for the first warehouse, .02 as the suffix for the second warehouse, and the like.

If Greentree is generating the packing slip number automatically, packing slip numbers for each warehouse increment using the number range defined on this form.

Allow Additional Order Lines on Packing Slip

Select this option to add order lines in the Packing Slip Maintenance form. If lines are added to the packing slip, they appear on the sales order.

If you don't select this option, you can't add lines to orders in the Packing Slip Maintenance form.

Select quantity for generating packing slip

Select this option to select specific inventory lines and edit quantities to be packed when Generate Packing Slips process is run.

Print Backorder Lines

Select an option for printing backorder lines on packing slips:

• Always - Backorder lines always print, for the original packing slip, and each new copy.
• Print First Only - Backorder lines only print on the original packing slip.
• Never - Backorder lines never print on the packing slip.

Generate Zero Supplied Lines on Packing Slips

This option is enabled if the Print Backorder Lines option Always or Print First Only is selected. If selected, Greentree generates a packing slip line to represent the backorder line. The line will show the ordered quantity, the supplied quantity, and the backorder quantity.

This is the line that prints on the packing slip.

If this option is not selected, and the backorder quantity equals the order quantity for the sales order line, the line is not visible in the Packing Slip Maintenance form. If all order lines are on backorder, for the full order quantities, you can't select the order in the Packing Slip Generation Process. If part of the order line is supplied, and part is backordered, the line is visible on the Packing Slip Maintenance form.

Short Supplied Items

Select how short-supplied lines will be handled by the Packing Slip Maintenance form:

• Cancel Automatically - If there is insufficient inventory for an item, Greentree cancels the short-supplied quantity (the user will be prompted to enter a cancel reason).
• Put on Backorder - If there is insufficient inventory for an item, Greentree always backorders the short-supplied quantity.
• Prompt for Action - Prompts the user to either cancel or backorder the short-supplied quantity.
• Re-instate - The short-supplied quantity will regress back to a pre-packing slip stage, so it is picked up next time the Generate Packing Slip process runs.

You can select a different option during the cancellation process.

Treat deleted lines as short supplied items

When a packing slip line, or entire packing slip is deleted, Greentree needs to know which action to run. If you select this option, Greentree runs the action indicated in the Short Supplied items option on this form. If you select this option, you cannot select the option Always prompt for action.

Always prompt for action

You can only select this option if the Treat deleted lines as short supplied items option is not selected. If you select this option, Greentree prompts you to select an action when a packing slip line, or entire packing slip is deleted.

You can select these actions: Cancel, Put on Backorder, and Re-instate.

Use Order number as Packing Slip number

If you select this option, Greentree generates the packing slip number based on: Packing Slip number prefix = <order number>, and Packing Slip number suffix = .01. If there a multiple packing slips for one order, the suffix will increment for each new packing slip of the order.

You can't select this option if the option to Combine orders on packing slips is selected.

If this option is not selected, enter the Packing Slip Number Ranges on this form.

Start

This is the number Greentree uses when the first automatic-numbered packing slip is created. Packing Slip numbers will increment by one each time a new packing slip has an automatic number generated.

End

This is the last number Greentree uses when packing slip numbers are generated automatically. When this number is reached, you will need to reset the last number.

Last

This field displays the last generated packing slip number. When you are setting up a new system, this number should be one less that your start number.

Set document date as date first printed

Set this option if you require the 'date created' on the packing slip header to be updated with the date the packing slip was first printed. Otherwise, the date created represents the date the packing slip was first generated from the sales order.

Use picker

Select this option to assign pickers to packing slips and/or use the WBM Transitional - Packing Area.

This allows for a level of control and audit as you can identify the individual who was assigned to pick the inventory. Pickers are assigned at the packing slip line level. See SO Entry and SO Packing Slip Maintenance for information about how pickers/packers are assigned.

User packer

Select this option to assign a packer to a packing slip. This allows for a level of control and audit as you can identify the individual who was assigned to pack up, or consolidate the packing slip. A packer is assigned at the packing slip header level.

Forms - Packing Slip

Select the form you want to use for printing packing slips. This is the default form used if a packing slip is hot-printed, or if the Packing Slip report is selected from the Reports > Sales Order menu.

Forms - Bulk Picking Sheet

Select the form you want to use for printing bulk picking tabs. This is the default form used when the Bulk Picking Sheet report is selected from the Reports > Sales Order menu.

Forms Address

Select the address you want to print on forms originating from the Sales Order module. This can be the Branch address, Company address, or one printed on a pre-printed form. No address prints as Greentree assumes the address is on the pre-printed form.

Display header as default

Select this option if you want the packing slip header form to always display during the entry of packing slip line items. This option is enabled if you enter lines into the table instead of the line entry form.

This option is overridden by the option selected in SO User Preferences. If the option is not selected, the PS Line Item form displays to enable the entry of lines using the form, when header details are saved.

Update changes to user

Select this option if you have made changes to the line entry display and you want to default those changes to the user who is logged in when the changes are made. If selected, the line entry details will be updated for the user in Sales Order User Preferences when the Module Control settings are saved.

Packing Slip Line Entry Display Options

You can define whether you want particular line item fields to be invisible, or read-only during packing slip maintenance (on the form if the form is used to enter lines, or on the table if the table is used to enter lines). This is useful if you don't want the user to enter through all fields during order entry, where not all fields may be relevant.

For example, if the tax is based on a fixed percentage that is always applied, you cannot want to display the Tax Type, Tax Code, Tax Amount, or Tax Percentage fields during line entry

These settings can be overridden at a user level in Sales Order User Preferences.

Print kitset parent only

This option is enabled if the Inventory Kitset sub-module is in use.

Select the option if you only want kitset parent items to print on packing slips component lines are not printed.

If you don't select this option, both parent and component lineprint on the packing slip. Component lineprint based on whether the Print kitset inventory components only option is selected on this form.

Print kitset inventory components only

This option will only be visible if the Inventory Kitset sub-module is in use, and the option to Print kitset parent only has not been selected. Select the option if you only want to print kitset component inventory lines on the packing slip. If you don't select this option, inventory, and non-stock component lines print on the packing slip.

• SO Entry
• SO Packing Slip Maintenance

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