This flexible checkout module is suitable for many different types of business environments. It can be used in a Small Parcel environment for boxes shipped with FedEx, UPS, or similar courier companies, or it can be used in an LTL or Less than Truckload type of environment, where there may be one or more entire pallets that you require to ship.
This module would typically be used after the WMS pick slip has been picked, but before it has been Invoiced or Dispatch Noted in SYSPRO.
The standard process to follow to check out either a small parcel or an LTL shipment is as follows:
Start to confirm the pick slip status (the pick slip must have a status of PICKED)
Enter the pick slip or MSN number in the MSN/PickSlip field. You can also use the search icon to locate your pick slip
The software will validate if any stock codes have a Pan Size in SYSPRO that is not configured. A pop-up screen will appear, if there are stock codes with a Pan Size value of 0. If you do not want to use Pan Size values, you can click past these messages (For more information on configuring the Pan Size values, refer to SYSPRO Master and Custom Data fields)
The data grid displays all the stock codes and Qty to be packed on the pick slip. In the Qty to Pack, you will see the total Qty to be packed, and in the Qty Packed you will see Qty that has already been packed
To check out small parcels follow the below process:
Select the browse icon next to the Carton Size field and select a carton size
Select Standard Packs
Selecting the Print link on the Pack Size Boxing data grid will print the first range of labels. The number of labels that will print, depends on the total number of boxes
If you close the Pack Size Boxing screen, the MSN Grocery Pack screen will update, and the number of labels printed will show in the Completed Cartons list on the right-hand side of the screen
To check out LTL shipments follow the below process:
Notice in your data grid that the pick slip has fewer stock codes, but the Qty to Pack is much higher than the small parcel order we discussed in MSN Grocery Checkout Module (Small Parcels)
As the quantity per stock code is much higher you will send out multiple pallets with cartons of a single stock code on each. Therefore, we will not be using the Print Carton option, where multiple carton labels will be printed. Uncheck the Print Carton check box.
To checkout pallet loads for an LTL shipment you can select the Open Shipping TrackID button (Shipping TrackIDs are required when creating a Waybill/BOL document. For more information, refer to the Shipping Module)
A pop-up will appear, asking you whether you want to continue packing cartons onto the current pallet or if you want to create a second TrackID (pallet)
Select Yes, to create a second shipping TrackID (if you select No you will be adding more cartons to the existing pallet)
The shipping TrackID label will print to be attached to the next empty pallet
Select the Standard Packs button to start pack a second pallet
Once all pallets are packed a pop-up will appear asking you whether you want to Dispatch Note or Invoice the Sales Order in SYSPRO (you have the option to perform these transactions later). If you don’t want to Dispatch Note or Invoice the Sales Order. Select Close
The system will now ask whether you want to print a packing list. This will also be your indication that the Grocery packing list is now complete
To pack and label loose quantities
The remaining quantities to pack will be visible in the Qty to Pack column
Ensure a carton size has been selected before packing the remaining smaller quantities
Scan or type the stock code into the Barcode field
Notice that the Qty to Pack figure will update with an increment of one. If the stock code line had just one Qty to Pack, you will get an Invalid Qty error when trying to scan or update the Barcode again for this specific stock code. Qty Packed cannot be greater than Qty to Pack
Type or scan your next Barcode into the Barcode field. The line for that stock code will also turn green and the Qty Packed column will be updated by one
As there is more than one item to be packed you can scan or type in the Barcode again to pack the second and third items
Once the box is full you can click on the Complete Carton button at the bottom-right of the screen
By default, with the WMS installation, a pop-up window will appear with a weight option. You can type in the scaled mass of the current box. You will then see the estimated mass versus the actual mass
Next, you will have to Post your transaction. Posting a transaction is the same for both Small parcels and LTL shipments
To post the transaction.
Select Post
The carton labels will print, and the Completed Carton list will update
The data grid will refresh and will display the remaining stock code to be packed
Follow the same process as above to pack the remaining stock code
Once all the stock codes are packed the data grid will be empty
A pop-up will appear asking you whether you want to Dispatch Note or Invoice the Sales Order in SYSPRO
If you don’t want to Dispatch Note or Invoice the Sales Order, select Close
If you do want to Dispatch Note or Invoice, select one of the buttons
By selecting Invoice, SYSPRO will be updated, and a pop-up will appear, displaying the Invoice Number and the Result status of Invoiced
Close the pop-up and close the Invoice Dialog pop-up
The system will now ask whether you want to print a packing list. This will also be your indication that the Grocery packing list is now complete
The Packing List contains a summary of the entire MSN, including the quantities of each carton
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SPECIAL FEATURES
Validation of whether Pan Size is configured in SYSPRO
TECHNICAL
Please refer to the Settings Help Menu for a list of receiving settings and what they do. There are a large number of Check out settings.
When printing to a physical printer you must ensure that the System Settings is configured correctly and that the physical printer setting is printing to Letter size. The MSN_GROCERY_CHECKOUT setting under Settings / Printers on the Ribbon Bar must point to the physical printer. For more information refer to Configure Printers
SYSPRO REQUIREMENTS & Business objects used
SYSPRO Master and Custom Data fields must be configured
REFERENCE
CHK100