Solution ID: Doc ID: 625609.

1 Date Last Revised: 12/30/2004

200782267

Title: Pick, Pack and Ship for ERP8

Abstract: The Pick, Pack and Ship enhancement provides the ability to create and/or
update Container information and Advanced Ship Notice (UCC-128) information,
Shipment Pieces information, and Shipment Tracking Numbers information during
Warehouse Cartonization, Warehouse Pick Confirmation, and Pack Confirmation/Carton
Reorganization.

Table of Contents

Overview
Process Flow
Cartonization and Carton Reorganization (P4620)
Carton Detail Information (F4620) Structure
Shipping Carton Overview
Carton Recommendation Methods for Items in the U/M Definition By Item
(P46011)
Carton Detail Inquiry (P4621)
Carton Reorganization (P4620)
Dimensionless Carton Setup
UCC-128/ASN Processing
Setup UPC/SCC Codes for Items
Setup ASN Information for Customers
Define Shipment Configurations
Warehouse Setup
Shipment Pieces
Shipment Tracking
Work With Generating Tracking Numbers
Tracking Number

Overview
The Pick, Pack and Ship enhancement provides the ability to create and/or update
Container information and Advanced Ship Notice (UCC-128) information, Shipment
Pieces information, and Shipment Tracking Numbers information during Warehouse
Cartonization, Warehouse Pick Confirmation, and Pack Confirmation/ Carton
Reorganization. Pick, Pack and Ship functionality requires both the Warehouse and
Transportation Management systems for the ERP 8.0 release. This enhancement was
made to solve the following Picking and Shipping models: Case Picking; Pick, Pack and
Ship; Pick to Ship.
Note: If using UCC-128 process to support Advanced Shipping Notice processing, please
setup this process before setting up Pick, Pack and Ship.

The Pick Pack and Ship can be divided into four different distinctive processes that can
be used together or individually:

• Cartonization and Carton Reorganization

o Allow for Carton and/or Item reorganization for the shipment.
o Ability to do Warehouse Cartonization to Totes.
o Ability to mix different items in a carton or only allow one item per carton
to support shipping items stored in the warehouse in shippable containers.
o Add weight restrictions to warehouse cartonization.
o Dimensionless (Generic) Cartons.
• Shipment Pieces
o Create Shipment pieces defined as a crate or container with a Container
Code and a Container ID.
o Proof of Delivery by Piece is not automatic and requires a push of the
information.
• Reference Number
o Ability to automatically generate Shipment Tracking Numbers by the
user’s definition.
• UCC128
o Ability to create and/or update Advanced Ship Notice (UCC-128)
information.

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Process Flow
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Cartonization and Carton Reorganization (P4620)

A new application, Carton Reorganization (P4620), can be used to move Items and
Cartons into other existing or new Cartons and Palletize Items. This application is
optional.

A new table, Carton Detail Information (F4620), has been added to link together the
Warehouse Suggestions (F4611), SO Pack Confirm Detail (F4216), Shipment Pieces
(F4943), and Shipment Reference Numbers (F4217) tables.

Carton Detail Information (F4620) Structure

The Carton Detail Information (F4620) file contains information needed to get the
Warehouse Suggestions (F4611), SO Pack Confirm Detail (F4216), Shipment Pieces
(F4943), and Shipment Reference Numbers (F4217) records. It can hold any number of
levels in the Carton Structure (e.g. Container - Pallet - Case - Box - Inner Pack - Items)
and contains a Carton Status for each Carton.

Key fields for Carton Detail Information (F4620) file:

Primary Key
 • UKID - Unique Key ID (Assigned by the System). The F4620 Unique Key ID
(UKID) and Carton ID (CRID) both come from P00022.

Unique Keys

• CRID - Carton ID
• ITM - Item Number
• LOT - Lot Number
• UOM - Unit of Measure
• DOCO - Order Number
• DCTO - Document Type
• KCOO - Order Company
• LNID - Order Line Number
• SFXO - Order Suffix

Table Relationships

Shipping Carton Overview

Shipping Cartons are used to ship items. The system uses the information to determine a
shipping carton during carton recommendation. Container and Carton Codes (P46091)
program is used to define Shipping Cartons and the gross cubic dimensions of the
container. Carton Recommendation must be turned on. Methods and fill percentages can
then be setup for Carton Recommendation.

System Process
Steps for Setup

• Set up the 46/EQ UDC Table with all potential cartons, containers and totes.
• Define Shipping Carton dimensions, weight and capacity in the Container and
Carton Codes (P46091) application.
• Turn on Carton recommendation in the Location Profile (P46020) application
• Set up Carton Recommendation Methods for Items in the Item unit of Measure
Definition (P46011) application.
• Define fill percentages for items or item groups. In the Item/Carton Setup by Item
or Item Group (Item unit of Measure Definition) (P46011) application.
• Task and Trips (P46471) Processing Options set up.
• Carton Reorganization (P4620) set up.
Carton Setup (P46091)

• Containers/Cartons/Totes must be defined with dimensional information as they

can attribute to the space availability calculation for a warehouse location.
Meaning that, a container/carton/tote can take available space out of a location
when the system calculates the “optimal” putaway/pick/replenish choices for
product.
• Shipping Container is defined if the dimensions of a shipping container should be
considered within the usable space available in a location; this flag must be turned
on. If the flag is off, the system will ignore the dimensions. For example, a pallet
will take up some of the usable space in a location so it would need to be
considered if putting away the product on a pallet in a location. If using cartons
the Shipping Y/N flag must be set to Y for cartons, otherwise the system will use
the setup for containerization
• Tote Container designates whether a shippable carton or a tote will be
recommended
• Available Carton enables the system to suggest cartons/totes when picking. The
Shipping Container flag must also be set if planning to ship out this carton as
well.

Fields Description:
 • Dimensions – Physical dimensions of carton/tote.
• Cubes– System calculated once the dimensions are entered.
• Weight – The weight of one empty storage container/shipping carton. The system
will add this weight to the weight of the item.
• Maximum Weight – The weight limit that carton/tote can hold.
• Tolerance – Tolerance indicates the minimum and maximum percentage the
carton should be filled for shipping. This is used with shipping carton s.
• Ship Priority – Shipping priority is used to determine which carton it should
consider 1st, 2nd, 3rd, etc. in carton recommendation. Priority 1 to largest, it will
have system look from large to small. This is used with shipping carton s.
• Shipping Container/Tote Container – Designates whether unit is internal or
shippable. This is an either/or setting and should say Carton, not Container.
o (YES = Shipping Carton and Storage container)
o (NO = is only a storage container)
• Available Carton – (Shipping Carton) Designates if the unit is available for
shipping recommendation in the Carton Selection process.
• Create UCC128.
• Dimensionless Carton.

Location Profile (P46020)

Turn on Carton recommendation in Location Profile (P46020).

To enable carton recommendation the recommend Carton flag needs to be checked for
this specific location. Based on the Picking instruction, the carton recommendation flag
should be turned on for all the picking locations.
Carton Recommendation Methods for Items in the U/M Definition By Item
(P46011)

Assign Carton Recommendation Method:

• Carton Rcmd Method blank = none

• Carton Rcmd Method Set to 1 = Volume based
o Base recommendation on the Volume of the item and shipping carton.
• Carton Rcmd Method Set to 2 =Percent based
o Base recommendation on the Percentage of the carton the item will
occupy. When using fill percent the system does not use FC at all. Note:
Examples use Percentage Based.
The maximum capacity of the shipping carton will be determine by the Carton Rcmd
Method:

• If method one is selected then the system will compare the volume of the Item
UOM (P46011) to the volume of the Carton (P46091) and based on this it will
allow certain number of Item into the carton.
 • If Carton Rcmd Method is selected to 2, then the system will allow certain
number of Items based on the set up on the Item/Carton Set up By Item/Group
program (P46013).

Item/Carton Set up by Item (P46013)

Define fill percentages for items or item groups, in the Item/Carton Setup by Item or Item
Group (P46013) program off menu G46311.

Fill in the Container Code if the storage container needs to be considered as part of the
item dimension, i.e. the item will be in a storage container when it is picked to be
shipped.

Example

• The carton can be field up to 100% (4 EA).

• 25% means this item takes up (fills up) 25% of the carton.
• This indicates how much a single quantity of the UOM including a Storage
Container will take up in the carton.
Task and Trips (R46471) Processing Options

• Processing Options for the Task and Trips (R46471) UBE have to be set to
perform Carton Recommendation and to create carton details. Location Selection
Driver (R46171) calls a version of Task and Trips (R46471) to perform carton
recommendation.
o Carton Recomnd Tab: Set to processing option #1 to a value of '1'.
• Carton Detail Tab
o Set to processing option #1 to a value of '1' and enter in the Version of the
Carton Reorganization (P4620) in processing option #2.
Processing Options for Cartonization (P4620)

When suggestions are created the Task and Trip Creation (R46471) calls a version of the
Carton Reorganization (P4620) program that will create carton details into the Carton
Detail Information (F4620) table. To test the basic carton detail operations, assuming that
UCC-128 numbers will not be generated, Shipment Pieces will not be created and a
Reference Number will not be originated. The first three options on the Process tab
should be blank, and the rest of the tabs should be set up as follow:
With Pick, Pack and Ship, Cartons can have four different statuses (10, 20, 30 and 40).
These statuses will be updated according to the Processing Options in the Status Tab of
the Carton Reorganization (P4620). Note: Carton Status 40 is designed to be used only
by an external EnterpriseOne process.
Basic Cartonization and Carton Detail Example

The following example is to show the results of the basic cartonization and carton detail
process. A sale order is entered when the shipment is approved the warehouse request is
also generated.
On the report generated by the Move Slips (R46472) notice that two cartons (CTN1 with
17 EA on it and CTN3 with 3 EA) were recommended for the order.

First Move Slip (R46472) shows Carton CTN1 used up to its maximum capacity and one
task will be generated for each carton (17 EA).

The second Move Slip (R46472) shows a second carton recommended with the
remaining quantities on the Sales Order (note that since there are only 3 EA left, the
system recommends a smaller carton).
System Considerations

The system will process lines on a sales order as follows. It will take the first line put it to
the 1st sequence number carton. It will go to the 2nd line of the order and if the system is
looking at the same box the system will attempt to put it into that carton. If it fits it goes
to the third line to process. If the second line doesn’t fit, the system takes that line from
the first box and goes to the next carton. The first box will have the first item and then the
system will attempt to downsize the box.

The system also does not use tolerances as hard rules. For example, if a box is 100 Cubic
inches large and the minimum percent setup is as 85% and the next largest box is 50
cubic inches, there is a gap between the 2 boxes. If an order comes through that is for 60
cubic inches, the system will suggest the largest carton even though it is below the
minimum tolerance. It is advisable that the minimum tolerance for a box overlaps the
maximum tolerance for the next largest box.

Carton Detail Inquiry (P4621)

When Carton Reogranization (P4620) creates carton detail the system populates those
details into the Carton Detail Information (F4620). Carton Detail Inquiry (P4621) is
designed to inquire on a particular order or shipment and to display all the details for each
individual carton.
Drill down on Carton Detail to display items in the Carton.
Carton Detail Inquiry (P4621) allows the details on the Carton Detail Information
(F4620) to be inquired only, and no changes are allowed at this point. In order to make
changes the online version of the Carton Reorganization (P4620) can be used.

Carton Reorganization (P4620)

Reorganization is done by Shipment Number, and Pick Confirm (P4617) must be

complete to see the 'carton' in the application. A Tree Structure is used for easy
reorganization. This program allows for changes to be made to each detail, Items can be
reorganized into different cartons, combined into one carton, or even can be moved out of
a carton.
This application also allows the UCC-128 information to be manually entered or
automatically entered if the check boxes are enabled (UCC-128 must be setup for this
process to be automatic).
As an example of reorganization a new carton is added and some Items moved into this
new carton.
Carton CNT2 is added and then 10 EA are moved into the carton
The Confirm form exit has to be taken in order to accept the changes. Confirm the
reorganization of the cartons move in Carton Reorganization (P4620) to move the status
to 30 (according to the Processing Option behind the Carton Reorganization (P4620)
program) and shipments can then be confirmed. The reorganization process is not
mandatory and shipments can be confirmed without changes to cartons or carton statuses.
Dimensionless Carton Setup

In the Carton Code (P46091) program, Containers/Cartons/Totes do not have to be

defined with dimensional information, if they do not attribute to the space availability
calculation for a warehouse location. The dimensionless carton will automatically take
the dimensions of the Item UOM set up in Item Unit Of Measure Definition (P46011), in
this case carton CTON will take the dimensions of 1 CA of Item MB2.The same carton
can be use for different Items and different UOM using the Item UOM dimensions.
In the Item/UOM Definition (P46011) program set up Container Code field with the
Dimensionless Carton Code only at the UOM level the Item will be stored in. By putting
CTON in this field, item MB2 will be stored in the warehouse in this container. This is
typically where the 'OWN' container is defined for 'case pick'. Most of the time, if a
container code is defined here, Carton Rec Method should be left blank. This a 1 to 1
match, only 1 CA of MB2 is stored in a CTON carton.
Create UCC-128 is optional.

Carton Detail Inquiry (P4621)

When a dimensionless carton is used the carton information will not be stored in the
container field on the Warehouse Suggestions (F4611) table and will not be displayed on
the Move Slips (R46472) as in Carton Recommendation. The carton information however
will be obtainable in the Carton Detail Inquiry (P4621) program and it will be available
for reorganization on the Carton Reorganization (P4620) after the suggestion has been
confirmed in the Warehouse Movement Confirmations (P4617) program.
On this example the system assigns one CTON carton code per each CA of Item MB2
and after Pick Confirmation (P4617) the order is ready for Carton Reorganization
(P4620) or to be Ship Confirmed (P4205) with no changes.
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UCC-128/ASN Processing
The process of using Advanced Ship Notices (ASN) in conjunction with serialized
shipping container labels is commonly known in the retail industry as UCC128
compliance. An Advanced Ship Notices (ASN) is an EDI document sent by the supplier
to the customer when goods are shipped. It identifies what was shipped and how it was
shipped. This EDI transaction in combination with a bar coded serialized shipping
container label (applied by the supplier prior to shipment), automates the receipt process.
As the retailer receives the goods, the shipping labels are scanned and then matched to
the Advanced Ship Notices (ASN) to generate internal transaction records.

Set Up UPC/SCC Codes for Items

To identify items for Advanced Ship Notices (ASN) purposes based on UPC/SCC codes.
A Universal Product Code (UPC) identifies the lowest saleable unit of a specific product
(usually the primary unit of measure).The UPC code is the same as an European Article
Number (EAN), the two codes are interchangeable. A Shipping Container Code (SCC)
identifies an “intermediate pack” of a specific product. These codes are fixed and are
either pre-printed on the product or applied as a label.

UPC information is held in the Item Master Tag (F4101T) file in the UPC Number
(UPCN) data item.

Set up UPCs/SCCs for items in Item Master Information (P4101) and take the
Storage/Shipping row exit.

Each item can have only one UPC and up to 8 SCCs, which are optional (PI=1 through
PI=8).

UPCs are formatted such that the first 7 digits represent the company that produces the
product, the next 5 digits represent the product ID, and the last digit is a system assigned
check digit. For example, the UPC for MB2 is 1111111555552

Before entering a UPC for an item, the product company must be set up in the 41/UC
UDC table.

An item can have up to 8 SCCs, each of which represents a different Unit of Measure
(UOM), or Packaging Indicator (PI). When entering a UOM, the system automatically
assigns the SCC. Note in the screen print above that the SCC is the same as the UPC,
only the SCC has an extra digit on the front, and the last digit is different. The first digit
represents the packaging indicator (PI) for the item. The first digit for SCC (PI = 1) will
always be 1, for SCC (PI = 2) 2, and so on. The system calculates the check digit at the
end of the SCC.

UPC information for specific items is held in the Item Master (F4101) table.

Set up ASN Information for Customers

Before transmitting ASNs to customers, applicable information for each customer needs
to be set up. Set up a default shipment configuration and shipping requirements for each
customer in Customer Ship Notice Tab of the Customer Billing Instructions.

Set up a default hierarchical configuration to indicate how shipments are configured to

the customer. The default can be a “Pick_Pack” configuration, which allows for any
combination of products to be present in a shipment, or a “Standard Carton”
configuration, which requires that only a single item be present.

Indicate required shipping information for each customer for each line of business (i.e.
Company).

Define Shipment Configurations

All hierarchical configurations must be defined in Hierarchical Configuration Definition
(P47HL) off menu G47215. The hierarchical configuration is defaulted from the ship to
address, if one is not found for the ship to then it will default from the sold to address.

To define a configuration, indicate which file field corresponds to each level in the
configuration. For example, if the configuration is S O T P I (shipment, order, tare, pack,
item), SDCDCD is the field in the Sales Order Detail (F4211) record that contains the
shipment number for an order line. SDDOCO is the field in the Sales Order Detail
(F4211) record that contains the order number. XDPLT is the field in the SO Pack
Confirm Detail (F4216) record that contains the Tare number for a shipment, and so on.
Define configurations by address number, or enter zero in the address book field to
indicate that a particular configuration definition is applicable to all address numbers.

Warehouse Set up

The field ‘Create UCC-128’ must be flagged for every Item/UOM combination for which
UCC-128 creation is needed in the U/M Definition by Item (P46011) program.
The field ‘Create UCC-128’ must also be flagged in the Container and Carton Codes
(P46091) program for every Carton for which UCC-128 creation is needed.
Carton Reorganization (P4620) Processing Options

When Carton Reorganization (P4620) is run from the Task and Trip Creation (R46471)
UBE or the Warehouse Movement Confirmations (P4617) application populate the
appropriate UCC-128 information in the SO Pack Confirm Detail (F4216), Carton Detail
Information (F4620) and Shipment Pieces (F4943) and can be seeing online through
Carton Reorganization (P4620), Carton Details (P4681), and Work with Shipments
(P4915).

Carton Reorganization (P4620) at reorganization time will look like the following:

Tables showing all the ASN numbers, SCC number is blank because the order was
created only for EA
If UCC-128 was not generated through the Task and Trip Creation (R46471) UBE or the
Warehouse Movement Confirmations (P4617) application, the same information can also
be added manually to cartons/containers added from the Carton Reorganization (P4620)
screen.
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Shipment Pieces
Prior to Pick, Pack and Ship the shipment pieces and all the details had to be manually
generated through the Work with Shipments (P4915) application. With Pick Pack and
Ship the system can automatically generates shipment pieces through Carton
Reorganization (P4620) based on the carton details on the Carton Detail Information
(F4620) table. Carton Reorganization (P4620) will update the Container ID in the
Shipment Pieces (F4943) record if the processing option is set to update.

In order to create Shipment Pieces the processing option for “Transportation Shipping
Pieces” behind the Carton Reorganization (P4620) called from the Task and Trip Creation
(R46471) UBE or the Warehouse Movement Confirmations (P4617) application needs to
be flag with a “1”.
The Number of Pieces is the total number of Shipment Pieces (F4943) records for that
shipment. A shipment piece is considered the largest shipping unit. If Carton Detail
Information (F4620) table contains several carton details and during the reorganization
process all the containers are placed into a pallet, then the pallet will be counted as one
shipment piece, hence only one record will be written the Shipment Pieces (F4943) table.

In this example, one shipment has several Items per container code and all these boxes
were set on a pallet at reorganization time.
Task and Trip Creation (R46471) originally suggested 3 pieces (container ID 611, 612
and 613).After Pick Confirmation (P4617) a new pallet was added and all the boxes were
placed on it using the reorganization version of the Carton Reorganization (P4620)
application.

Row exit to shipment pieces from Work with Shipments (P4915) will show the
information in the Shipment Pieces (F4943) table.
Note that the pallet code starts with the sequence number 4, since sequence 1, 2 and 3
were replaced by the pallet sequence during Carton Reorganization (P4620).

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Shipment Tracking
With the Pick, Pack and Ship enhancement, functionality has been added to automatically
generate Shipment Tracking numbers. In order to generate Shipment Tracking Numbers
for Shipment Pieces, both Processing Option flags, shipment pieces and shipment
tracking numbers, must be turned on behind Carton Reorganization (P4620).
Since there is a wide variety of tracking numbers that can be used in the transportation
industry, the user has the ability to control the type and structure of the tracking number
that is generated.

Work With Generating Tracking Numbers

The Work With Generating Tracking Numbers (P49005) program allows the user to enter
specifications for each individual segment of the tracking number generated. A tracking
number can consist of one or many segments. Individual tracking number generation
specifications for each carrier and mode of transportation must be set up.

Fields to activate:

• Carrier Number: Must be setup for each carrier.

• Mode of Transport: The specific mode the carrier provides (e.g. LTL).
• Document Code: Document to print this number on. (Optional)
• Sequence Number: Defines the order of the segments if there is more than one.
• Tracking Segment Length: Defines the number of digits selected for each
segment. Each segment will be part of the final number and can be set up with up
to six different Tracking Segment types:

1. Hard Coded: A value must be entered in ‘Hard Coded Value’

field.
2. Lookup Type: A value that will select a code from the 49/TL
UDC table.
 3. UDC Table: User defined UDC table, requires selection of one of
4 values: Carrier, Mode of Transport, Document Code, or Origin
Address Number.
4. Next Number: Requires a next number to be set up. Cannot
exceed 8 digits.
5. Check Digit: Calls a custom check digit business function. Must
be the last segment and 1 digit in length.
6. External Function: A custom Business Function can be called.

In the following example, the Tracking number for carrier 8571 will be produced by three
different segments: a hard code value (1Z), a look up type (Carrier Number) and a 4
digits Next Number.

From Work With Generating Tracking Numbers (P49005) update the location of
separators for the tracking number for label generation with the separator specified. The
separator is a character value or blank space that will be stored and used ONLY during
the label generation. Separators are optional.
Tracking Number

Since next number makes up the third segment, the Tracking Number Next Number also
has to be set up.
Work With Tracking Segments Next Number (P490052) is the program that will generate
the last part of this example’s Tracking Number. If next numbers are going to be part of
the Tracking Number most likely Carriers will provide with a valid next number range
and valid expiration date
After the Carton Reorganization (P4620) is run, the reference number and the qualifier
will be updated on the Shipment Reference Numbers (F4217) records. Reference
qualifier is simply a value from the 41/X6 UDC table that describes the type of reference
number (B/L, AWB, Shipping Label, etc.).
The Shipment Tracking number will appear in the Reference Number field in the
Shipment Pieces Revision (P4915) application. Note that there are no separator characters
displayed in this application, the separator characters are ONLY used for Shipping
Labels.

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