Pack List Print

Menu Path: Warehouse Management $Images\bluerarw.gif$ Shipment Processing $Images\bluerarw.gif$ Printing $Images\bluerarw.gif$ Pack List Print

Purpose

Output pack lists.

Overview

Use Pack List Print to output pack lists (packing slips) that display the following:

Backordered quantity
Bill-to address
Number of packages
Order date
Order number
Packing slip number
Product name
Product code
Purchase order number
Quantity
Required date
Serial Numbers (for serial-tracked products)
Shipper
Total weight
Transfer location

Before printing pack lists, the software verifies the products have been picked and confirmed. The software also verifies that the pack list has not already been printed for the selected order(s).

You can enter the pack list form to print for each customer in the Pack List Form Name field on the Sales tab in Customer Maintenance. When printing multiple pack lists with different forms, pack lists using the same form are grouped together in the print run.

Outputting Pack Lists

To output pack lists:

Enter the shipping location in the Shipping Location field.
Select filters for outputting pack lists.
Click the Print Options tab.
Select the process and output options.
Click the Print button in the ribbon to output the pack lists.

Note You can only print a pack list once in Pack List Print. You must use Pack List Reprint for multiple copies. Note that all users may not have access to Pack List Reprint. The word "Reprint" appears at the top of reprinted pack lists.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Pack List Print window.
Show Data	Click this button to refresh data on the Alerts tab. This button is only available if you click the Alerts tab.
Print	Click this button to output a pack list that meets the selected criteria on the Selection tab.
Reprint	Click this button to display Alert Report Printing, which allows you to reprint alert reports. This button is only available if you click the Alerts tab.
Recreate Pick Demands	Click this button to fill in the Selection tab with relevant alert types and recreate pick demands for the quantities on the alert. This uses the same original warehouse wave for pick demands that initiated the alert for consistency. This button is only available if you click the Alerts tab.
Related Demands	Click this button to display Related Tasks for Pick Demand Alerts, which allows you to track what has been done on an order line. Click this button if you clicked the Manual Replenish button to create a task for an alert. You can see what you have done and what stage this move is in so you do not end up moving the same product more than once. This button is only available if you click the Alerts tab.
Manual Replenish	Click this button to create a bin move demand, either wireless or paper for a selected No Pick Bin or U/M Break alert. Inventory is allocated for the move and the demand must be confirmed in Wireless Warehouse or in Inventory Bin Move Confirm and Cancel. This button is only available if you click the Alerts tab.
Generate Bin Moves	Click this button to create pick alert move demands for alerts in the selected alert batch generated because no pick bin was available. This button is only available if you click the Alerts tab. If you click this button, you are asked to confirm that you want to create pick alert move demands. If you click the Yes button, the software attempts to automatically create the pick alert move demands. Note Pick alert move demands are used to move products to the primary pick bin for the unit of measure of the product/location (or the primary pick bin for the product/location if a primary pick bin is not set up for the unit of measure). Pick alert move demands are only generated if the primary pick bin is in the selected zone, product is in a bin from which it cannot be picked, the primary pick bin is set up for the product/location, and there are not existing bin move demands for the product. If the demands are created successfully, you are asked if you want to print the demands. Click the Yes button to display Inventory Bin Move Report, which allows you to print the pick alert move ticket and the Bin Move Summary Report. If the demands are not created successfully, you are asked if you want to print the Bin Move Summary Report. Click the Yes button to display Inventory Bin Move Report, which allows you to print the Bin Move Summary Report that provides information on why the bin move demands were not created. Note Pick alert move demands may be generated to move product for several pick demands if possible. The software attempts to pick in the most efficient method possible (from the fewest number of bins). If a product needs to be picked in multiple units of measure, a separate pick alert move demand is created for each unit of measure.
Routing Interface Export	Click this button to display Routing Interface Pick Demand Export, which allows you to export pick demand information to third-party routing software. This button is only available if you have set up a routing interface in Routing Interface Maintenance.
Routing Interface Import	Click this button to display Routing Interface Pick Demand Import, which allows you to import pick demand information from third-party routing software. This button is only available if you have set up a routing interface in Routing Interface Maintenance.

Fields and Buttons

Field or Button	Description
Shipping Location	Enter the shipping location prefix or name for the pack lists, or click one of the Lookup buttons to select a shipping location prefix or name. The location defaults from the location entered in the Shipping Location field in User Extended Options.

Selection Tab Fields and Buttons

Field or Button	Description
All Zones to Print	Select this check box to print pack lists for all zones. This defaults from Location Maintenance for the selected shipping location.
Zone	Enter a zone for which to print pack lists, or click the Lookup button to select a zone. This field is only enabled if you clear the All Zones to Print check box.
List (Zones)	Click this button to display Zone List, which allows you to select specific zones for which to print pack lists. This button is only enabled if you clear the All Zones to Print check box. If you click this button and select zones, the check box to the right of the button is selected.
Create by Zone	Select this check box to print pack lists only for the specific zone entered in the Zone field. This check box is only enabled if the All Zones to Print check box is cleared. This defaults from Location Maintenance for the selected shipping location.
Alert Filter	Select this check box to print/create wireless warehouse tasks for some pack lists based on what is fully ready and hold the ones that have an alert.
All Pick Groups	Select this check box to print pack lists for all pick groups. This check box is selected by default. A pick group is the grouping of products for pick demand creation purposes only; depending on the nature of your products and warehouse logistics, you may want to create pick demands for certain groups of products independently from other groups of products.
Group	Enter a pick group for which to print pack lists, or click the Lookup button to select a pick group. This field is only enabled if you clear the All Pick Groups check box.
All Order Pick Groups	Select this check box to print pack lists for all order pick groups. This check box is selected by default.
Group (Order)	Enter an order pick group for which to print pack lists, or click the Lookup button to select a pick group. This field is only enabled if you clear the All Order Pick Groups check box.
Customer Filter	Select whether to filter by customer code, billing customer code, customer name, or billing customer name.
All Customer Codes/All Billing Customer Codes/All Customer Names/All Billing Cust Names	Select this check box to print pack lists for all customer codes, billing customer codes, customer names, or billing customer names. This check box defaults from the selected shipping location.
From (Customer Code/Billing Customer Code/Customer Name/Billing Customer Name)	Enter the first customer code, billing customer code, customer name, or billing customer name in a range of customers for which to print pack lists, or click the Lookup button to select a customer code, billing customer code, customer name, or billing customer name. This field is only enabled if you clear the related check box.
To (Customer Code/Billing Customer Code/Customer Name/Billing Customer Name)	Enter the last customer code, billing customer code, customer name, or billing customer name in a range of customers for which to print pack lists, or click the Lookup button to select a customer code, billing customer code, customer name, or billing customer name. This field is only enabled if you clear the related check box.
Number	Select whether to filter by order number, pick demand number, or bill of lading number.
All Orders/All Pick Demands/All BOLs	Select this check box to print pack lists for all orders, pick demands, or bills of lading that meet the selected criteria.
From (Order Number/Pick Demand Number)	Enter the first order or pick demand number in a range of numbers for which to print pack lists, or click the Lookup button to select an order or pick demand number. This field is only enabled if you clear the All Orders or All Pick Demands check box.
To (Order Number/Pick Demand Number)	Enter the last order or pick demand number in a range of numbers for which to print pack lists, or click the Lookup button to select an order or pick demand number. This field is only enabled if you clear the All Orders or All Pick Demands check box.
BOL #	Enter a bill of lading number for which to print pack lists, or click the Lookup button to select a bill of lading number. This field is only enabled if you clear the All BOLs check box.
Print Inventory Adjusted	Select this check box to print pack lists for orders that both are and are not inventory adjusted. This check box is cleared by default. If you leave it cleared, you can only print pack lists for orders that are not yet inventory adjusted. For more information on adjusting inventory for orders, see Confirmed Pick Demand Inventory Adjust.
Order Type	Select whether to print pack lists for single-single orders, orders that are not single-single orders, or both single-single orders and orders that are not single-single orders. NOTE An order containing one fixed kit product is not categorized as a single-single order. EXAMPLE You are printing pack lists for many direct-to-consumer single-single orders, and you don't want to print pack lists for larger customers at the same time. In this case, select the Single-single Orders radio button.
All Confirmed Dates	Select this check box to print pack lists for all pick demand confirmed dates.
From (Confirmed Date)	Enter the first confirmed date in a range of confirmed dates for which to print pack lists, or click the drop-down arrow to select a confirmed date. This field is only enabled if you clear the All Confirmed Dates check box. If you are outputting pack lists via Scheduling Assistant, you can select a virtual date for this field.
To (Confirmed Date)	Enter the last confirmed date in a range of confirmed dates for which to print pack lists, or click the drop-down arrow to select a confirmed date. This field is only enabled if you clear the All Confirmed Dates check box. If you are outputting pack lists via Scheduling Assistant, you can select a virtual date for this field.
All Shippers	Select this check box to print pack lists for all shippers. This check box defaults from the selected shipping location.
Shipper ID	Enter a shipper ID for which to print pack lists, or click the Lookup button to select a shipper ID. This field is only enabled if you clear the All Shippers check box.
List (Shippers)	Click this button to display Shipper List, which allows you to select specific shippers for which to print pack lists. This button is only enabled if you clear the All Shippers check box. If you click this button and select shippers, the check box to the right of the button is selected.
All Sales Locations	Select this check box to print pack lists for all sales locations.
Prefix	Enter a sales location prefix for which to print pack lists, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box.
Name	Enter a sales location name for which to print pack lists, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box.
All Cust. Pick Groups	Select this check box to print pack lists for all customer pick groups.
Group	Enter a customer pick group for which to print pack lists, or click the Lookup button to select a customer pick group. This field is only enabled if you clear the All Cust. Pick Groups check box.
All Order Classes	Select this check box to print pack lists for all order classes.
Class	Enter an order class for which to print pack lists, or click the Lookup button to select an order class. This field is only enabled if you clear the All Order Classes check box.
List (Order Classes)	Click this button to display Order Class List, which allows you to select specific order classes for which to print pack lists. This button is only enabled if you clear the All Order Classes check box. If you click this button and select order classes, the check box to the right of the button is selected.
All Batches	Select this check box to print pack lists for all print batches.
Batch	Enter a print batch for which to print pack lists, or click the Lookup button to select a print batch. This field is only enabled if you clear the All Batches check box.
All Sequences	Select this check box to print pack lists for all sequences. Pick Demands are assigned a sequence number based on the order of printing. So, if the first 20 pick demands in a print batch printed correctly, but sequence numbers 21-45 did not, you can select to print only sequence numbers 21-45. In this case, you would clear this check box and enter the range in the From and To fields.
From (Sequence)	Enter the first sequence number in a range of sequence numbers for which to print pack lists, or click the Lookup button to select a sequence number. This field is only enabled if you clear the All Sequences check box.
To (Sequence)	Enter the last sequence number in a range of sequence numbers for which to print pack lists, or click the Lookup button to select a sequence number. This field is only enabled if you clear the All Sequences check box.
All Pallets	Select this check box to print pack lists for all pallets. This check box is only available if you select the BOL # radio button.
Tag #	Enter a pallet tag number for which to print pack lists, or click the Lookup button to select a pallet tag number. This field is only enabled if you clear the All Pallets check box.
All Waves	Select this check box to print pack lists for all fleet delivery waves. Waves are sorted by wave sequence. This check box defaults from the selected shipping location.
Waves	Select a wave for which to print pack lists. This grid is only enabled if you clear the All Waves check box. To select multiple waves, hold down the Ctrl key and click each wave. To select a range of waves, hold down the Shift key and click the starting and ending wave.
All Routes	Select this check box to print pack lists for all fleet delivery routes. Routes are sorted by route sequence. This check box defaults from the selected shipping location.
Routes	Select a fleet delivery route for which to print pack lists. This grid is only enabled if you clear the All Routes check box. To select multiple routes, hold down the Ctrl key and click each route. To select a range of routes, hold down the Shift key and click the starting and ending route.

Preview Tab Fields and Buttons

This tab is disabled in this window.

Alerts Tab Fields and Buttons

Field or Button	Description
Pick Alert Batch	Enter a pick alert batch, or click the Lookup button to select a pick alert batch. A pick alert batch is assigned after a pick or print run has alert records. It will contain the entire alert report so you can go back and review it at a later time. Example If pick demands are printed resulting in an alert report, this will be alert batch 1. If you do it again, it is alert batch 2. You can now look at either of them or reprint either of them.
Alerts	This grid displays pick alert information.
Reason Code Sort Order	This grid displays the order of alert reason codes and defaults from Location Maintenance for the selected shipping location. Click the arrow buttons to rearrange the sort order of alert reason codes.

Print Options Tab Fields and Buttons

Field or Button	Description
Override Zone Printers	Select this check box to print pack lists to the printer specified in the Printer field instead of the printer specified for each zone. This check box is selected by default, and is only available if the Printer radio button is selected.
Allow Over Allocations	This check box is disabled in this window.
Display Fully Backordered Items	Select this check box to display fully backordered products on the pack lists.
Process EDI Warehouse Shipping Orders	This check box is disabled in this window.
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the pack lists. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the pack lists attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the pack lists may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	This check box is disabled in this window, and is only available if you select the File radio button.
Output Directory	Enter the location for the output pack lists, or click the Lookup button to navigate to and select a location.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button. NOTE To use a printer specified in this field instead of the default zone printer, select the Override Zone Printers check box.
Subject	Enter a subject for the pack lists email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the pack list title.
Report File Prefix	Enter a prefix for the pack lists file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed pack lists. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the pack list on all pages of the pack list. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the pack list title, page number, and printed date/time on all pages of the pack list. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the pack list to make it easier to read the data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the pack lists. This Lookup button is only enabled if you select the Horizontal Shading radio button.
Number of Copies	Enter the number of copies of the pack lists to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the pack lists are run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the pack lists, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.