Pack Material#

Material.Pack

Overview#

This operation is used to Pack a Material into one or multiple packages.

This is the Level 1 packing operation which is possible for different content types:

• Material Quantity Single/Multiple (Package is not trackable) - has Primary Quantity and Sub-Materials are equal to zero.
• Material Ids (Package is trackable) - has Sub-Materials and Primary Quantity is equal to zero.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Material Logistics module is properly licensed in the system.
• The Material must be Active, and Non-Template.
• The Material must be In Process and the Assembly Type must be Packing.
• The Material must not be On Hold.
• The Material Current BOM Version contains only one BOM Product, the Product is of Product Type Packing, and this BOM Product does not contain substitutes.
• If the property Packing Step of the Step associated to the Material is set to True, the system must ensure the following:
  • The Material is TopMost and has a Maximum Material Depth of 1. This means that the Sub-Material Count of their Sub-Materials must all be zero.
  • The Material Package Count is greater than zero.
  • The Material Primary Units must match the Packed Quantity Units of any Active Package of that Material.
  • The Material and Sub-Materials Primary Quantity must be equal to the Total Packed Quantity of all the Active Packages that reference that Material - including Packages of Content Type Material Ids.
  • Taking into account all the Active Material Packages that reference the Material, their depth from their TopMost Parent Package must be greater or equal to the Step From Packing Level Minus One and less or equal to the Step To Packing Level.

Sequence of Steps#

Step 1: General Data - Material Quantity#

1. Select Pack on the top ribbon.

   

2. The left panel of the page shows the following:

   • Packed Quantity progress bar.
   • Packages information of the packages created for this Material.
   • Two Actions - in Material Quantity mode it is possible to Create Single or Create Multiple package(s).
   • Recent Activity information - the last two entries are visible on the page, but if you select , you can access all the available information.

   

3. The right panel of the page shows the following:

   • Bom Items information.

   • Consumables information:

     • From here you can scan or use the manual Insert Barcode to add consumables that might be missing.

     

     • From here you can select a consumable and go to the Record Material Loss/Bonus operation.

     

4. Select Create Single to create only one package.

   

5. Confirm the details and select Create.

6. Or select Create Multiple to create more that one package. The difference in this wizard is that you can define the Package Quantity.

   

7. Confirm the details and select Create.

   

8. When all the Material is packed, you can Track-Out. When you track out, you will see Resource State information, and will be able to Record Loss/Bonus.

   

9. Select Track-Out to complete the operation.

   Note

   As the Parent Package is not Trackable, although the Package Quantity is 6, only one Package was created, this is, the packages were coalesced.

   

   Info

   For more details on this Package, select it and its Details page will open in the Package entity of the Business Data menu.

Step 1: General Data - Material IDs#

1. Select Pack on the top ribbon and notice that this Material has a Sub-Materials section, which will give us the Package IDs.

   

2. The left panel of the page shows the following:

   • Packed Quantity progress bar.
   • Packages IDs information of the packages created for this Material.
   • One Action - in Material IDs mode it is only possible to Create.
   • Recent Activity information - the last two entries are visible on the page, but if you select , you can access all the available information.

   

3. The right panel of the page provides the same operations as for Material Quantity (number 3 above).

4. Select Create to create the package.

5. Scan the Sub-Material IDs or use the manual Insert Barcode and select OK.

   

6. In the Create Package Material Id wizard, select Create.

   

   Note

   In the Create Package Material Id wizard you can remove an added Sub-Material.

7. Perform this operation as many times as needed. In this example 5 of 5 were packed.

   

8. If you use two Sub-Materials in the same package, you can view them in full by selecting in the Material ID column.

   

9. This opens the View Sub-Material ID's window with more detailed information.

   

10. If configured in the MaterialPackingPrintableDocumentContext smart table, you can print the documents for the package that are associated with the Close Operation. Select the package, select Print on the top ribbon, and then select the appropriate option.

    

    Note

    This is possible for both Material Quantity and Material IDs.
    For Level 1 packing, only the configured Printable Document(s) for the Close Operation are printed.

    Example of a Package document:

    

    Example of two Package documents:

    

11. You can confirm what you created in the Packages section of your Material.

    Note

    As the Parent Package is Trackable, the packages were not coalesced.

    

    Info

    For more details on any Package, select it and its Details page will open in the Package entity of the Business Data menu.

12. Proceed with Track-Out as you would for Material Quantity.