Bin/Lot/Serial Number

Packing Station is able to accommodate Sales Orders from Multibin Warehouses and Sales Orders with Lot/Serial controlled products. When processing these types of Sales Orders, a modified set of rules apply. These rules apply during Packing Entry (PS30).

Packing Lot or Serial Number Controlled Products Committed at Invoicing (IM13):

Packing Station can be set to Generate Invoices in Company Control Initialization (CC00/Packing Station). As a result, when packing products that are Lot/Serial controlled and committed at time of Invoicing, the Lots or Serial Numbers must be entered during the packing stage. The items packed must have the associated Lots or Serial Numbers assigned. In other words, the Pack Quantity for the Packing Session must match the quantity committed on the Commit Lots and Serial Numbers screen.

1. On the Carton Details folder, when you scan or enter a product that is Lot or Serial Number Controlled and the product is set to be committed at time of Invoice in Maintain Inventory Master (IM13):
   • The Quantity Entry Method field automatically changes to Prompt, regardless of the original setting and Packer ID setup.

   • The Bin/Lot/Serial button is automatically available indicating that the product is Lot or Serial Number Controlled.

2. Enter the pack quantity in the Pack Qty field and click Update Line or press Enter.

3. The Commit Lots and Serial Numbers screen automatically opens. Enter the Lot or Serial Number for each of the items packed. When all of the Lot/Serial Number(s) are entered, the following message displays: "The commitment entered balances with the quantity to ship. Continue entries? Yes/No". Select No. The Commit Lots and Serial Numbers screen automatically closes.

4. You can Short Ship Lot/Serial Controlled products, but you cannot Over Ship (beyond the Order Quantity on the Sales Order).

5. On the Review folder in PS30, you cannot close the Pack if the Pack Quantity and the quantity committed do not balance. If this is the case, the detail line will have an Issue with this description: "Bin/Lot/Serial modifications required."
   • Double click on the detail line and the Carton Details folder opens. Click Bin/Lot/Serial to open the Commit Lots and Serial Numbers screen. Make the modifications as required. TIP: the Pack Quantity must equal the quantity entered on the Commit Lots and Serial Numbers screen.

   You can now Close the pack.

Packing Lot or Serial Number Controlled Products Committed at Order Entry (IM13):

In this scenario, the Lot/Serial Numbers are already committed to the items. You do not have to add this information, but the Pack Quantity for the Packing Session must match the quantity committed on the Commit Lots and Serial Numbers screen.

1. On the Carton Details folder, when you scan or enter a product that is Lot or Serial Number Controlled and the product was committed at Order Entry:
   • The Quantity Entry Method field automatically changes to Prompt, regardless of the original setting and Packer ID setup.

   • The Bin/Lot/Serial button is now available, however the Commit Lots and Serial Numbers screen was already populated with the Lots or Serial Numbers for the items to be packed during Order Entry. You may open this screen to verify the Lot or Serial Number, but this is not necessary.

2. Enter the pack quantity in the Pack Qty field and click Update Line or press Enter.

3. You can Short Ship Lot or Serial Controlled products, but you cannot Over Ship (beyond the Order Quantity on the Sales Order).

4. On the Review folder in PS30, you cannot close the Pack if the Pack Quantity and the quantity committed do not balance. If this is the case, the detail line will have an Issue with this description: "Bin/Lot/Serial modifications required."
   • TIP: the Pack Quantity must equal the quantity entered on the Commit Lots and Serial Numbers screen.

   • Double click on the detail line and the Carton Details folder opens. Click Bin/Lot/Serial to open the Commit Lots and Serial Numbers screen. Make modifications as required.
     • If you have short shipped Lot/Serial controlled products, you must delete the extra items already committed on the Commit Lots and Serial Numbers screen in order to balance the quantity committed to the Packed Quantity.

     • If you place any quantity on Back Order during the Packing Session, you must delete the committed items from the Commit Lots and Serial Numbers screen in order to balance the quantity committed to the Packed Quantity.

     • If you pack up to the Order Quantity on the Sales Order, and the Order Quantity is greater than the Ship Quantity, you must add the additional items to the Commit Lots and Serial Numbers screen in order to balance the quantity committed to the Packed Quantity.

   You can now close the Pack.

Packing Sales Orders from a Multibin Warehouse:

The process outlined below applies to all products on a Sales Order generated for a Multibin Warehouse regardless of the product type.

1. On the Carton Details folder, when you scan or enter any product being packed from a Multibin Warehouse:
   • The Quantity Entry Method automatically changes to 'Prompt' when Lot or Serial controlled products are entered, regardless of the original setting and Packer ID setup.

   • The Bin/Lot/Serial button is now available, however the Commit Lots and Serial Numbers screen was automatically populated with the appropriate Bins for the items being packed during Order Entry. You may open this screen to verify the Bin location, but this is not necessary.

2. Enter the pack quantity in the Pack Qty field and click Update Line or press Enter.

3. You can Short Ship products, but you cannot Over Ship (beyond the Order Quantity on the Sales Order).

4. On the Review folder in PS30, you cannot close the Pack if the Pack Quantity and the quantity committed do not balance. If this is the case, the detail line will have an Issue with this description: "Bin/Lot/Serial modifications required."
   • TIP: the Pack Quantity must equal the quantity entered on the Commit Lots and Serial Numbers screen.

   • Double click on the detail line and the Carton Details folder opens. Click Bin/Lot/Serial to open the Commit Lots and Serial Numbers screen. Make modifications as required.
     • If you have short shipped Lot/Serial controlled products, you must delete the extra items already committed on the Commit Lots and Serial Numbers screen in order to balance the quantity committed to the Packed Quantity.

     • If you place any quantity on Back Order during the Packing Session, you must delete the committed items from the Commit Lots and Serial Numbers screen in order to balance the quantity committed to the Packed Quantity.

     • If you pack up to the Order Quantity on the Sales Order, and the Order Quantity is greater than the Ship Quantity, you must add the additional items to the Commit Lots and Serial Numbers screen in order to balance the quantity committed to the Packed Quantity.

   You can now close the Pack.