Maconomy Reference Guide

Packing Lists Tab

This section includes the fields and descriptions for the Packing Lists tab.

Packing List Island

Field Description
Order No. This is the number of the sales order to which the packing list is assigned. The sales order number is shown on the printed packing list. The value in this field cannot be changed.
Packing List No. This is the packing list number in the series of packing lists assigned to the current sales order. You can only produce one packing list per sales order at any one time. The number cannot be changed manually.

It is important for the warehouse employee to check that this number corresponds to the printed packing list he is working with.

Date Printed This is the date on which the packing list was printed. The date cannot be changed.
Pref. Deliv. Date This is the customer’s preferred delivery date for the items in the packing list. The date is retrieved from the sales order. It cannot be changed here.

Remarks Island

Field Description
Warehouse This field shows the warehouse from which the items are to be packed. Maconomy retrieves the value from the sales order. You cannot change it here.

Below the warehouse name, Maconomy shows any internal note entered in the “Warehouse” field in the Notes island in the window Sales Orders.

Customer Island

Field Description
Customer This field shows the number of the customer to whom the items in the packing list will be delivered. The customer number cannot be changed here.

The other lines in this field show the customer’s name and address. The information is retrieved from the card part of the sales order. It can be changed here. Note, however, that if you change the name and address here, the field is also changed on the sales order.

Attn. This is the customer’s attention person the person to whom shipping information is directed. The information is retrieved from the sales order. It can be changed here, causing the corresponding field to be updated on the sales order.
Country This is the customer’s country code, which is retrieved from the sales order. You can change it, causing the corresponding field to be updated on the sales order.

Company Island

Field Description
Company This field shows the number of the company responsible for the order to which the packing list is assigned. The value is transferred from the field “Company No.” in the island Company on the order.

This field also shows the name of the specified company.

Extra Fields Island

Field Description
Popup 1-5 In these fields, you can specify further information regarding the packing list and the current customer. You might, for example, specify a “hold” code or information about substitution items. Maconomy suggests the value of the corresponding fields in the customer’s information card, but you can change the values for the current packing list, causing the corresponding fields to be updated on the sales order. The pop-up options are created in the window Popup Fields in the Set-Up module.

Delivery Island

Field Description
Partial Delivery This field shows whether it is possible to make a partial delivery. Unless there is a mark here, it is only possible to approve a packing list if all the items are reported packed. The value is retrieved from the sales order to which the packing list is assigned, and you cannot change it here.
Handled by Here you enter the name of the warehouse employee who packed the items in the packing list. Maconomy automatically suggests the name of the user, but you can change it. The field must be completed.
Carrier Here you select a carrier for the delivery. Maconomy automatically suggests the value from the sales order, but you can change it. Note, however, that if you change the carrier here, the field is also changed on the sales order.

You maintain carriers in the window Popup Fields in the Set-Up module.

Delivery Mode Here you select a delivery mode. Maconomy automatically suggests the value from the sales order, but you can change it. Note, however, that if you change the delivery mode here, the field is also changed on the sales order.

You maintain delivery modes in the Popup Fields window in the Set-Up module.

Delivery Terms Here you select the terms of delivery. Maconomy automatically suggests the value from the sales order, but you can change it. Note, however, that if you change the delivery terms here, the field is also changed on the sales order.

You maintain delivery terms in the window Popup Fields in the Set-Up module.

Charge Table This field shows the charge table used for charge calculation. The field is transferred from the sales order to which the packing list is assigned, but you can change it here. Note, however, that if you change the charge table here, the field is also changed on the sales order.
Charge Discount % This field shows the charge discount percentage applied in addition to the one which can be specified in the charge table. The field is transferred from the sales order to which the packing list is assigned but you can change it here. Note, however, that if you change the charge discount percentage here, the field is also changed on the sales order.
Bill of Lading No. This field shows a bill of lading number which will be included on packing slips related to the current sales order. The field is transferred from the sales order to which the packing list is assigned but you can change it here. Note, however, that if you change the bill of lading number here, the field is also changed on the sales order.

Packing List Total Island

Field Description
Price This field shows the total price of the item lines in the packing list. If the corresponding sales order is changed, for example, by adding order lines or changing unit prices, quantities or discounts, the value in this field is automatically updated. Furthermore, the value is recalculated as the sum of the prices of the packed items when the packing list is approved or when a packing slip is printed in the Action menu. You cannot change the price manually.
Weight This field shows the total weight of the item lines in the packing list. The value is calculated from the weight of each individual item. If a line is assigned to a consignment, its weight will include the weight increase specified for the consignment in question. The weights are retrieved from the Item Information Cards in the Inventory module while weight increases are specified in the card part of the window Consignments.

If a control weighing shows another weight, you can enter the actual weight here. The weight is printed on the bill of lading.

Note that the weight is found from the item quantity in the packing list. If not all the items are actually packed, the weight will not be recalculated.

If you have Maconomy Bill of Materials, and the packing list has BOMs with inventory control at part level, the value will include the sum of the weights of the BOM parts.

Volume This field shows the total volume of the item lines in the packing list. The value is calculated from the volume of each individual item. If a line is assigned to a consignment, its volume will include the volume increase specified for the consignment in question. The volumes are retrieved from the Item Information Cards in the Inventory module while volume increases are specified in the card part of the window Consignments. You can change the value suggested. The value is printed on the bill of lading.

Note that the volume is found from the item quantity in the packing list. If not all the items are actually packed, the volume will not be recalculated.

If you have Maconomy Bill of Materials, and the packing list has BOMs with inventory control at part level, the value will include the sum of the volumes of the BOM parts.

Area In this field, you enter how many area units are taken up by the delivery. The value is printed on the bill of lading.
Package In this field, you enter how many packages the delivery includes. The value is printed on the bill of lading.

Charges Island

Field Description
Charges Here you can select a delivery charge. Maconomy suggests the value from the corresponding field on the sales order, but you can change it, causing the corresponding field to be updated on the sales order.

You maintain charges in the window Charges. For every charge, you can define a text as well as a percentage rate or an amount.

You can enter a fixed charge amount in the “Fixed Amount” field, which will always be used in invoicing, regardless of the size of the amount of the charge code. If you do so, the charge code is only used to retrieve a charge text.