How to: Assign Containers to a Purchase Order
On the purchase side, it is possible to create containers before the actual receipt e.g. based on a ASN and link these "containers to receive" to a purchase order.
At the moment of receipt, the receipt can be posted from the purchase order and the container can then be transferred to a warehouse container.
How to use a container on a purchase order (Alternative 1):
- Make sure that an empty container exists in the warehouse to use on this purchase order. Also check that this container is flagged as Inbound.
- In the search box, enter Purchase Order and then choose the related link.
- From the list, select the correct Order.
- On the home tab, in the manage group, choose edit.
- On the Purchase Order header, on the Navigate Tab, choose Containers.
- Enter the Container Type Code and select the correct License Plate from the dropdown list (this should be the empty container).
- In the search box, enter Containers and then choose the related link.
- From the list, select the correct Container (this container should be linked to the Purchase Order).
- On the home tab, in the manage group, choose edit.
- On the Lines fast-tab, the following fields are required:
| Field | Description |
|---|---|
| Item No. | Fill the item number of the item you wish to put in the container. |
| Variant Code | Specify the variant code if applicable. |
- If the item is lot-controlled, on the Lines fast-tab, select line and then Assign Lot no.
- go to the next line-items:
| Field | Description |
|---|---|
| Quantity | Enter the quantity. |
| Unit of Measure | If necessary change the standard UoM of the item. |
| Quantity (Alt.) | If the item is a catchweight item, enter the alternate quantity. |
The Assign Lot no. functionality creates a lot number on the container line, which will be transferred to the purchase line when confirming the container line.
How to use a container on a purchase order (Alternative 2):
- In the search box, enter containers and then choose the related link.
- From the list, select an empty container for the correct location or create a new container.M
- Set the flag on the Inbound field
- On the Container Card, on the Process Tab, choose Assign to Order
- Enter the Order Type and enter the Order No. and press OK
- On the Lines fast-tab, the following fields are required:
| Field | Description |
|---|---|
| Item No. | Fill the item number of the item you wish to put in the container. |
| Variant Code | Specify the variant code if applicable. |
- If the item is lot-controlled, on the Lines fast-tab, select line and then Assign Lot no.
- go to the next line-items:
| Field | Description |
|---|---|
| Quantity | Enter the quantity. |
| Unit of Measure | If necessary change the standard UoM of the item. |
| Quantity (Alt.) | If the item is a catchweight item, enter the alternate quantity. |
The Assign Lot no. functionality creates a lot number on the container line, which will be transferred to the purchase line when confirming the container line.
For both scenarios it is possible to create a container with multiple and different items on the lines. The system will only check whether the items and corresponding quantities are available on the purchase order lines or the warehouse receipt lines.
For more information on using and setting up containers, click here