Use this screen to print standard packing slips. You can print packing slips on pre-printed forms or blank paper to a laser or line printer. Identify shipping transactions as standard packing slips or DD250 form packing slips in the Shipping Information subtask of the Enter Shipping Transactions screen. The packing slips list detailed shipping data, including sales order number, packing slip number, customer purchase order number, contract number, sales representative, date shipped, bill to, ship to, bill of lading number, number of boxes shipped, and weight of shipment along with all items and their descriptions.
Print packing slips anytime after shipping an order and recording the shipping transaction in the Enter Shipping Transactions screen.
Be sure to check the settings in the Sales Order Print Options screen for printing parameters and format options so that packing slips will be printed correctly from this screen. For example, selecting the SO Line Number checkbox in the Sales Order Print Options screen will print the sales order line number; and selecting the Line Sales Tax/VAT Rate checkbox will print Sales Tax/VAT percentages at the line level.
Use this drop-down box to select a category by which to print packing slips. Valid options are "Catalog," "Customer," "Packing Slip," "Project," and "Sales Order." Once you select the category from this drop-down box, use the Range Option to indicate which packing slips will print for the Catalog, Customer, Packing Slip, Project, or Sales Order range.
Select the range for printing packing slips based on the value in the Select By drop-down box. The options in this drop-down box are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use lookup to select, a single value/ID or the beginning value/ID for the range. This field is available if you selected "One," "Range," or "To End" from the Range Option drop-down box.
This field is currently unavailable.
Enter, or use lookup to select, the ending value/ID for the range. This field is available if you selected "Range" or "From Beginning" from the Range Option drop-down box.
This field is currently unavailable.
Select this checkbox to set up multiple range selections for packing list printing. After entering a Range Option, use the Apply pushbutton to add the option to the list. Select the Remove pushbutton to delete a range option from the list.
This is an optional field. If you are using Costpoint Multicurrency, enter, or use Lookup to select, the default transactional currency. If you enter a transaction currency code, only packing slips with a matching transaction currency (within the limitations of the other selection criteria) will be printed. If you leave this field blank, the printouts will include the transaction currency corresponding to the packing slips. If the specified range contains several different transaction currencies, each packing slip will print the corresponding transaction currency and amounts will be in the associated format. The currency code is printed in the header section just above the column titles of the document. If you are not using Costpoint Multicurrency, all amounts will print in the functional currency. For each line, the EC commodity code will print as a separate entry in the same area as other miscellaneous information about the item if it has been entered in the Enter Sales Orders screen.
Use this drop-down box to select one of these options: "Formless Laser Portrait," "Formless Laser Landscape," "Pre-Printed Laser," and "Pre-Printed Line Printer." The default for this list comes from the Sales Order Print Options screen and can be changed.
If you choose a formless printing option, you can print your company logo. The logo is printed in the upper left-hand corner of the packing slip. The company logo must be a bitmap file with a size that does not exceed 32,000 bytes. The bitmap file must be called OEFORM.BMP and should be in the Costpoint program directory or your network search path.
Select this checkbox to include previously printed packing slips in this print run, if they are within the selection criteria. When the order is reprinted, "DUPLICATE" will appear on the pick list. If the Duplicate checkbox is selected for the Packing Slip in the Highlight group box in the Sales Order Print Options screen, "DUPLICATE" will appear as emphasized text.
Select this checkbox to prevent the system from selecting the Packing Slip Printed checkbox in the Shipping Information subtask of the Enter Shipping Transactions screen.
Select this checkbox to print Net Unit Price, Extended Price, Subtotal, Tax Amount, and Total Amount for the items on the packing slip. This option is available only when you have selected the Give Option to Print Amts on PS checkbox in the Sales Order Print Options screen.
Select this checkbox to print the notes entered for the shipping transaction in the Shipping Information subtask of the Enter Shipping Transactions screen. Select this checkbox to enable the radio buttons in the Header Notes Placement group box. When you create a new shipping transaction in the Enter Shipping Transactions screen, the assigned sales order's header notes default into the Notes box in the Shipping Information subtask for the packing slip. You can change these packing slip notes and, if you select this checkbox, they will print on the packing slip. This checkbox defaults with the status of the Header Notes radio button for the Packing Slip in the Placement Defaults group box in the Defaults subtask in the Sales Order Print Options screen, but can be changed. Also, you may specify whether or not you want the header notes printed in a highlighted font by selecting the Packing Slip, Header Notes checkbox in the Highlight group box in the Sales Order Print Options screen.
Select this checkbox to override the default print option selected in the Print Serial Numbers group box in the Defaults subtask of the Sales Order Print Options screen. By selecting this option, all sales order serial/lot information for the issues included on the selected packing slip line will print directly below the packing slip line (below all notes and text). The printing will include a line with the literal "Serial Numbers" followed by one or more lines with the serial numbers from the issued serial/lot rows for that packing slip line. For each packing slip line, all sales order serial/lot information rows will print where the corresponding sales order line issue has a packing slip ID number. If no serial numbers exist for a line or serial numbers are not to be printed, the serial number literal line will not be printed.
Select this checkbox to override the default print option for the packing slip's sales order line component information, as selected in the Print Components group box in the Defaults subtask of the Sales Order Print Options screen. If you select this option, sales order line components will automatically print below the sales order item, description, and long description lines. For each component, the item, revision, U/M, the sum of issue quantities for issue lines linked to that packing slip, and description will also print below the sales order item; however, the component line number and price information will not print. The component lines will be sorted in component line number sequence under the sales order line. If the Number of Users field is populated for the SO line in the Enter Sales Orders screen (i.e., for software sales and royalties), this information will also print with the item.
Additionally, if the sales order line issues occur at the component level (i.e., the Issue Components field in Enter Sales Orders screen displays "Y"), you can indicate whether the components' serial numbers should print below the component description in the Print Serial Numbers group box in the Defaults subtask of the Sales Order Print Options screen.
The table below outlines cases where sales order line information and component information can be printed, as selected in the Issue Components field of the Enter Sales Orders screen and Print Components group box in the Defaults subtask of the Sales Order Print Options screen:
|
Issue Components |
Print Components |
Comments/Notes |
|
Displays "Y" |
Displays "Y" |
If all components have been fully shipped for this sales order line item, the order quantities, U/M, and extended amounts will be printed; otherwise, these items will not print. The component's issued quantity and unit of measure will always be printed. Sales order line back order quantities will not print; however, back order quantities at the component level will print if the Ordered Quantity - Shipped Quantity is greater than 0. |
|
Displays "Y" |
Displays "N" |
The sales order line is printed with sales order line quantities, U/M, and extended amounts. Neither sales order line nor component back order quantities calculated or printed. |
|
Displays "N" |
Displays "Y" |
The sales order line is printed with issue quantities, U/M, and extended amounts, followed by components. If the sales order line has been fully shipped on this packing slip, the component quantities and U/M print. The sales order line back order quantities calculate and print; the component back order quantities do not. |
|
Displays "N" |
Displays "N" |
The sales order line is printed with sales order line quantities, U/M, and extended amounts. Sales order line back order quantities calculate and print; component back order quantities do not. |
Select this checkbox to print the customer's contact name and phone number on the "Ship To" side of the packing slip. The "Contact:" field, along with the customer's contact information (first name, last name, and phone number) prints below the "Ship To" address lines of the packing slip. You can enter the "Ship To" code (which contains the associated customer contact information originally entered in the Maintain Customer screen) in the Ship ID field of the Enter Shipping Transactions screen. If you do not select this checkbox, no customer contact information will print on the packing slip.
Use this group box to determine the placement of any standard text associated with the shipping transaction. This radio button setting defaults from the option selected for the Packing Slip in the Standard Text group box in the Defaults subtask in the Sales Order Print Options screen. Valid options are:
Select this radio button to have all standard text printed on the top of the form, before any of the line item information.
Select this radio button to have all standard text printed on the bottom of the form, after any line item information.
Use this group box to determine the printing placement of any header notes associated with the shipping transaction. This option is available only if you select the Print Packing Slip Header Notes checkbox in this screen. Whether the header notes appear on the packing slip depends on the option selected in the Header Notes group box in the Defaults subtask in the Sales Order Print Options screen. Valid options are:
Select this radio button to have all header notes printed on the top of the form, before any of the line item information.
Select this radio button to have all header notes printed on the bottom of the form, after any line item information.