Actions

This section shows the Actions available in the Warehouse Transactions workspace

Top Tab

Field	Description
Approve Transaction	When you select this action, the current warehouse transaction is approved as an indication that you are done creating lines on the transaction and it is ready for further processing. A warehouse transaction must be approved before picking lists can be created for it. Transactions created automatically from, for example, sales orders and item movements are approved upon creation.
Print Transaction	When you select this action, the current transaction is printed.
Close Transaction	When you select this action, the current transaction is closed. The closing of a warehouse transaction indicates that no more of the re-locations on the transaction are to be carried out. A transaction is automatically closed when all of the lines have been fully implemented on the picking lists created from the transaction, but you can close a transaction manually using this action if only part of it (or none of it) has been implemented but you want to stop the processing of the transaction, for example, due to lack of available items or major changes which would need a completely new warehouse transaction. However, a warehouse transaction cannot be closed if a picking list related to the warehouse in question exists. Please note that if the field “Implicit Warehouse Transactions” has been marked for the current warehouse in the window Warehouse Information Card, Maconomy closes a warehouse transaction when a related picking list is closed, even if the warehouse transaction was not fully implemented. For information about the full implementation of a warehouse transaction line, please see the description of the field “Closed” in the card part. It is not possible to change the table part of a closed warehouse transaction.
Create Picking List	When you select this action, Maconomy creates and prints a picking list from the information on the current warehouse transaction. You can only print a picking list if the warehouse transaction has been approved and there are no other picking lists for the same warehouse transaction that have not been closed in the Picking Lists window. On the picking list, Maconomy will attempt to complete the location fields that have been left blank on warehouse transaction lines. This sometimes means that Maconomy creates several picking list lines from the same warehouse transaction line, for instance if the source location has been left blank on the warehouse transaction and the desired quantity is not available at any one location. If the warehouse transaction is assigned to an order which has been blocked, a picking list cannot be printed out until you revoke the blocking of the order in the window Unblocking. Nor can a picking list be printed out if the customer has been blocked or blocked for delivery. To print a picking list, you need access to print packing lists. This is given by marking the field “Print Picking and Packing Lists” in the window Actions in the Set-Up module.
Print Packing List	This action can only be selected if the warehouse transaction is closed and assigned to an order which has been approved, and there are no open picking or packing lists assigned to the current order. When you select this action, Maconomy creates and prints a packing list for the order to which the warehouse transaction in the window is assigned. If the field “Combined Packing List” in the System Information window is marked, the printed packing list will also include older order lines to the customer, which have not yet been delivered, except orders with a preferred delivery date later than the current date. However, although the printed packing list may contain several orders, the items packed must be reported separately for each order. The packing list is a list of items to be packed and delivered with an indication of the locations at which they can be found. Maconomy creates a packing list line for each order line. If one of the items is an itemized BOM without inventory control, the printed packing list shows those item lines in the Order Lines window that have a quantity greater than zero in the “For Packing” field on the order and represent the highest level with inventory control on the BOM. The “For Packing” value for the BOM header has no significance. BOM parts have two line numbers on the printed packing list: The first is the number of the BOM header line in this window’s table part; the second is the number of the BOM part’s line in the Packing List Lines window where you report the quantity actually packed. The quantity in the field “Packed” on each packing list line is based on the information on all closed warehouse transactions assigned to the order in question. It is possible to have several closed warehouse transactions for the same order, for instance if the items were moved to the shipping location at different times. As described in the action “Approve Picking List” in the window Picking Lists, the information on each warehouse transaction is updated when items are picked. Each warehouse transaction line is assigned to an order line, and is automatically assigned to the packing list line resulting from each order line. The information about the quantities already picked at the time when the packing list is created thus flows indirectly to the packing list. This functionality ensures that the quantity suggested to be packed for each order line is the same as what has been moved to the shipping location at the time when the packing list is created even for individual serial numbers. The amount suggested to be packed on each packing list line is found by means of the following procedure where only closed warehouse transactions assigned to the current order are included. The process is carried out for each packing list line created: The quantity moved on warehouse transaction lines assigned to the current packing list line even on different warehouse transactions are added up. The total quantity moved on these lines is suggested in the field “Packed” on the packing list line in question. This procedure is also used on the items created in the window Packing List Lines. For items with serial number control, a similar procedure is used, but Maconomy also updates and creates lines in the window Serial Number Entry. The process is as follows: The quantity moved on warehouse transaction lines assigned to the same packing list line and with identical serial numbers even on different warehouse transactions are summed. For each combination of serial number and packing list line (on warehouse transaction lines), Maconomy checks if a serial number entry line with the same serial number already exists for the packing list line in question in the window Serial Number Entry. If so, the total quantity moved on the warehouse transaction lines is suggested in the field “Packed” on that serial number entry line. If no such line exists, Maconomy creates a serial number entry line for the current packing list line, using the serial number in question and transferring the total quantity moved to the field “Quantity” on the new line. If the same serial number has already been entered on several serial number entry lines for the same packing list line, Maconomy selects one of these serial number entry lines at random and suggests the total quantity moved in the field “Quantity.” However, if the total quantity moved exceeds the quantity remaining to be suggested for packing (the quantity set for packing on the packing list line less the quantity already entered on other serial number entry lines belonging to the same packing list line), Maconomy only suggests the quantity remaining to be suggested for packing on the packing list line. Any extra units moved are either distributed to other serial number entry lines with the same serial number, or used on new serial number entry lines created for the current packing list line. This procedure is also used on items with serial number control in the window Packing List Lines. When all warehouse transaction lines assigned to the current packing list line have been processed, Maconomy adds the quantities on the serial number entry lines assigned to the packing list line and suggests the total quantity in the field “Packed” on that line. For packing list lines where the item does not have inventory control, the quantity set for packing on the order line is suggested in the field “Packed” on the corresponding packing list line. If the field “Blanket Order” is marked on the order to which the warehouse transaction is assigned, Maconomy will transfer the back orders registered to the ship-to customer, before creating a packing list. The packing list will then show order lines for these back orders. If you wish to reprint a packing list, remove the mark in the “Printed” field in the Packing List island in the Order Status window in the Sales Orders module. However, a packing list can also be printed any number of times by selecting the action “Print Packing List” in the window Packing Lists. If the order to which the warehouse transaction is assigned has been blocked as a result of exceeding the customer’s credit limit, a packing list cannot be printed out until you revoke the blocking of the order in the window Unblocking. Nor can a packing list be printed out if the customer has been blocked or blocked for delivery. Maconomy verifies that you have user access to print packing lists. This is given in the window Actions in the Set-Up module.
Print Packing Slip	This action can only be selected if the warehouse transaction is closed and assigned to an order for which an open packing list exists. When you select this action, you print a packing slip for the order to which the warehouse transaction is assigned to confirm that the items have been shipped from the warehouse. The information used on the packing slip is the information in the windows Packing and Packing List Lines in the Sales Orders module. The functionality of the action corresponds to the action “Print Packing Slip” in the window Packing. For a description of this functionality, please see the description of the action there.

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Actions

This section shows the Actions available in the Warehouse Transactions workspace

Top Tab

Field	Description
Approve Transaction	When you select this action, the current warehouse transaction is approved as an indication that you are done creating lines on the transaction and it is ready for further processing. A warehouse transaction must be approved before picking lists can be created for it. Transactions created automatically from, for example, sales orders and item movements are approved upon creation.
Print Transaction	When you select this action, the current transaction is printed.
Close Transaction	When you select this action, the current transaction is closed. The closing of a warehouse transaction indicates that no more of the re-locations on the transaction are to be carried out. A transaction is automatically closed when all of the lines have been fully implemented on the picking lists created from the transaction, but you can close a transaction manually using this action if only part of it (or none of it) has been implemented but you want to stop the processing of the transaction, for example, due to lack of available items or major changes which would need a completely new warehouse transaction. However, a warehouse transaction cannot be closed if a picking list related to the warehouse in question exists. Please note that if the field “Implicit Warehouse Transactions” has been marked for the current warehouse in the window Warehouse Information Card, Maconomy closes a warehouse transaction when a related picking list is closed, even if the warehouse transaction was not fully implemented. For information about the full implementation of a warehouse transaction line, please see the description of the field “Closed” in the card part. It is not possible to change the table part of a closed warehouse transaction.
Create Picking List	When you select this action, Maconomy creates and prints a picking list from the information on the current warehouse transaction. You can only print a picking list if the warehouse transaction has been approved and there are no other picking lists for the same warehouse transaction that have not been closed in the Picking Lists window. On the picking list, Maconomy will attempt to complete the location fields that have been left blank on warehouse transaction lines. This sometimes means that Maconomy creates several picking list lines from the same warehouse transaction line, for instance if the source location has been left blank on the warehouse transaction and the desired quantity is not available at any one location. If the warehouse transaction is assigned to an order which has been blocked, a picking list cannot be printed out until you revoke the blocking of the order in the window Unblocking. Nor can a picking list be printed out if the customer has been blocked or blocked for delivery. To print a picking list, you need access to print packing lists. This is given by marking the field “Print Picking and Packing Lists” in the window Actions in the Set-Up module.
Print Packing List	This action can only be selected if the warehouse transaction is closed and assigned to an order which has been approved, and there are no open picking or packing lists assigned to the current order. When you select this action, Maconomy creates and prints a packing list for the order to which the warehouse transaction in the window is assigned. If the field “Combined Packing List” in the System Information window is marked, the printed packing list will also include older order lines to the customer, which have not yet been delivered, except orders with a preferred delivery date later than the current date. However, although the printed packing list may contain several orders, the items packed must be reported separately for each order. The packing list is a list of items to be packed and delivered with an indication of the locations at which they can be found. Maconomy creates a packing list line for each order line. If one of the items is an itemized BOM without inventory control, the printed packing list shows those item lines in the Order Lines window that have a quantity greater than zero in the “For Packing” field on the order and represent the highest level with inventory control on the BOM. The “For Packing” value for the BOM header has no significance. BOM parts have two line numbers on the printed packing list: The first is the number of the BOM header line in this window’s table part; the second is the number of the BOM part’s line in the Packing List Lines window where you report the quantity actually packed. The quantity in the field “Packed” on each packing list line is based on the information on all closed warehouse transactions assigned to the order in question. It is possible to have several closed warehouse transactions for the same order, for instance if the items were moved to the shipping location at different times. As described in the action “Approve Picking List” in the window Picking Lists, the information on each warehouse transaction is updated when items are picked. Each warehouse transaction line is assigned to an order line, and is automatically assigned to the packing list line resulting from each order line. The information about the quantities already picked at the time when the packing list is created thus flows indirectly to the packing list. This functionality ensures that the quantity suggested to be packed for each order line is the same as what has been moved to the shipping location at the time when the packing list is created even for individual serial numbers. The amount suggested to be packed on each packing list line is found by means of the following procedure where only closed warehouse transactions assigned to the current order are included. The process is carried out for each packing list line created: The quantity moved on warehouse transaction lines assigned to the current packing list line even on different warehouse transactions are added up. The total quantity moved on these lines is suggested in the field “Packed” on the packing list line in question. This procedure is also used on the items created in the window Packing List Lines. For items with serial number control, a similar procedure is used, but Maconomy also updates and creates lines in the window Serial Number Entry. The process is as follows: The quantity moved on warehouse transaction lines assigned to the same packing list line and with identical serial numbers even on different warehouse transactions are summed. For each combination of serial number and packing list line (on warehouse transaction lines), Maconomy checks if a serial number entry line with the same serial number already exists for the packing list line in question in the window Serial Number Entry. If so, the total quantity moved on the warehouse transaction lines is suggested in the field “Packed” on that serial number entry line. If no such line exists, Maconomy creates a serial number entry line for the current packing list line, using the serial number in question and transferring the total quantity moved to the field “Quantity” on the new line. If the same serial number has already been entered on several serial number entry lines for the same packing list line, Maconomy selects one of these serial number entry lines at random and suggests the total quantity moved in the field “Quantity.” However, if the total quantity moved exceeds the quantity remaining to be suggested for packing (the quantity set for packing on the packing list line less the quantity already entered on other serial number entry lines belonging to the same packing list line), Maconomy only suggests the quantity remaining to be suggested for packing on the packing list line. Any extra units moved are either distributed to other serial number entry lines with the same serial number, or used on new serial number entry lines created for the current packing list line. This procedure is also used on items with serial number control in the window Packing List Lines. When all warehouse transaction lines assigned to the current packing list line have been processed, Maconomy adds the quantities on the serial number entry lines assigned to the packing list line and suggests the total quantity in the field “Packed” on that line. For packing list lines where the item does not have inventory control, the quantity set for packing on the order line is suggested in the field “Packed” on the corresponding packing list line. If the field “Blanket Order” is marked on the order to which the warehouse transaction is assigned, Maconomy will transfer the back orders registered to the ship-to customer, before creating a packing list. The packing list will then show order lines for these back orders. If you wish to reprint a packing list, remove the mark in the “Printed” field in the Packing List island in the Order Status window in the Sales Orders module. However, a packing list can also be printed any number of times by selecting the action “Print Packing List” in the window Packing Lists. If the order to which the warehouse transaction is assigned has been blocked as a result of exceeding the customer’s credit limit, a packing list cannot be printed out until you revoke the blocking of the order in the window Unblocking. Nor can a packing list be printed out if the customer has been blocked or blocked for delivery. Maconomy verifies that you have user access to print packing lists. This is given in the window Actions in the Set-Up module.
Print Packing Slip	This action can only be selected if the warehouse transaction is closed and assigned to an order for which an open packing list exists. When you select this action, you print a packing slip for the order to which the warehouse transaction is assigned to confirm that the items have been shipped from the warehouse. The information used on the packing slip is the information in the windows Packing and Packing List Lines in the Sales Orders module. The functionality of the action corresponds to the action “Print Packing Slip” in the window Packing. For a description of this functionality, please see the description of the action there.