Sales Orders > Sales Order Processing > Sales Order Entry > Dimensions or Packaging Detail Entry

Dimensions or Packaging Detail Entry

You use this program to:

  • enter 2-dimensional, 3-dimensional or frame lines for stocked items in Sales Orders and Purchase Orders
  • enter packaging details for stocked items in Sales Orders

Dimensions

You use the Dimensions option from the Sales Order Entry or Purchase Order Entry programs to enter dimension details against stocked lines. Once entered, the resultant quantity is passed back to the quantity field and the multiple lines are converted into comments.

Field Description
Add Line Select this to add the entry to the list.
Remove Line Select this to remove the highlighted entry from the list.
Accept Entries Select this to accept and save the entries made.
Cancel

This option enables you to clear (remove) all dimension entries made without having to remove each one individually.

If you select this option before you saved the order line, then the dimension entries are discarded and the Order quantity is changed to zero.

[Note]

You can only cancel (remove) dimension information at the time of adding a line.

The dimension calculation is performed and the dimension information you entered is stored as a comment against the stock item line. Although you can change this comment line, the calculation is not re-performed (i.e. the order quantity is not updated).

If you need to change the dimension information (i.e. the order quantity), after you have saved the line, you must cancel the line and re-enter it with the correct dimension information.

When you select this option, you are prompted to confirm that you want to discard all details entered. If you select OK, then all dimensions for the stocked line are removed. If you select Cancel, then no action is taken and you are returned to the Dimensions screen.
Choose Dimension  
2-Dimensional Select this to add a two-dimensional packaging line to the order.
3-Dimensional Select this to add a three-dimensional packaging line to the order.
Frames Select this to add a frames type packaging line to the order.

You use the Frames option to calculate the order quantity of items that are sold or bought by height and width, such as wood.

Alternatively, you can use the Frames option to enter an item where the price is calculated according to dimensions (e.g. Wood is sold or bought according to its height, width and quantity).

2-Dimensional

Field Description
Dimensions and Quantity  
Quantity This indicates the quantity that must be multiplied by the multiplier in the next field to calculate the order quantity.
Multiplied by This indicates the multiplier that is applied to the quantity entered in the previous field.
Totals  
Total quantity

This indicates the result of the calculation(s) added to the list.

This is the total that is entered automatically in the Order quantity field of the order.

3-Dimensional

Field Description
Dimensions and Quantity  
Quantity This indicates the quantity that must be multiplied by the multipliers in the next 2 fields to calculate the order quantity.
Multiplied by This indicates the multiplier that is applied to the result of the previous calculation.
Multiplied by This indicates the multiplier that is applied to the quantity entered in the previous field.
Totals  
Total quantity

This indicates the result of the calculation(s) added to the list.

This is the total that is entered automatically in the Order quantity field of the order.

Frames

You use the Frames option to calculate the order quantity of items that are sold or bought by height and width, such as wood.

Alternatively, you can use the Frames option to enter an item where the price is calculated according to dimensions (e.g. Wood is sold or bought according to its height, width and quantity).

Field Description
Dimensions and Quantity  
Width

You use this field to enter the width of the item for which you want to calculate an order quantity.

The measurement is calculated in millimeters, so decimals cannot be used.
Height

This indicates the height of the item that you want to sell or purchase.

The measurement is calculated in millimeters, so decimals cannot be used.
Quantity This indicates the quantity that must be multiplied by a height and width factor to complete the calculation of the order quantity.
Calculation  
Frame =

This field displays the formula for the frames calculation.

The value you enter at the Width field is added to the value you enter at the Height field. This total is multiplied by 2 and then multiplied by the value you enter in the Quantity field.

The measurement is calculated in millimeters, so no decimals are included.
Totals  
Total quantity

This indicates the result of the calculation(s) added to the list.

This is the total that is entered automatically in the Order quantity field of the order.

Values Added

This pane displays each dimension line added. A line can be removed by highlighting it in this pane and selecting the Remove Line option.

Packaging

Packaging applies only in Sales Order Entry.

You use the Packaging Details screen to enter or change packaging details against a sales order line for a stocked item.

The Packaging Details screen is automatically displayed when you save a sales order line for a stocked item if the Packaging option is set to Requested but optional or Requested and mandatory are selected (Sales Orders Setup) and there is a quantity to ship for which packaging details have not yet been captured. If this setup option is set to When selected, then you can enter packaging details by selecting the Dimensions option from the Sales Order Entry program and selecting the Packaging option. In all cases, if you want to amend packaging details already captured, you need to select the Packaging option from the Dimensions function.

Packaging details can be entered when the sales order line is added or maintained and there is a value in the ship quantity field.

The packaging details are attached to sales order lines as comments. These comment lines cannot be changed or canceled and can only be amended by maintaining the packaging details against an order line.

Packaging details can be printed on Order Acknowledgements, Delivery Notes and Invoices.\

Once the ship quantity on the sales order line is invoiced, the packaging details are no longer displayed against the line.

Field

 Description
Add Line Select this to add the packaging text to the list of packaging texts for the sales order line.
Remove Line Select this to delete the highlighted packaging text line from the list of packaging texts for the sales order line.
Accept Entries

Select this to accept the packaging text lines you added and to return to the Sales Order Entry program.

Validation is performed to ensure that the total number of packages multiplied by the total number of items is equal to the ship quantity for the sales order line.

The entries are only accepted when the Total quantity equals the Ship quantity displayed (i.e. the Remaining quantity equals zero).

The packaging details are added to the sales order line as comments
Cancel

Select this to ignore the packaging details you entered and to return to the Sales Order Entry program.

[Note]

If the Packaging option is set to Requested and mandatory (Sales Orders Setup) then you cannot save the order line without first entering the packaging details for the full ship quantity. The alternative is to cancel the sales order line, or, if you are maintaining an existing sales order line, to discard the amendment to the line.

If the Packaging option is set to: Requested but optional or When selected (Sales Orders Setup) then you can select the Cancel function and save the sales order line without entering packaging details. If any packaging details already exist against the sales order line, then these are removed if packaging details are not captured for the full ship quantity.

Packaging Details

Field Description
Dimensions and Quantity  
Packages

Enter the total number of packages used to pack the quantity of the item you are shipping for this sales order line.

'Packages' is the default wording for this field, but this is replaced by whatever wording you defined against the Packages field at the Packaging text option (see Sales Orders Setup).
Containing

Enter the number of items in each package.

'Containing' is the default wording for this field, but this is replaced by whatever wording you defined against the Containing field at the Packaging text option (see Sales Orders Setup).

The wording defined against the Items field at the Packaging text option (Sales Orders Setup) is displayed below this field. If no wording was entered against the Items field, then the order unit of measure defined on the sales order line is displayed.
Quantity Used and Remaining  
Ship quantity The quantity shipped per the sales order line is displayed in this field.
Remaining The quantity for which packaging details must still be added is displayed in this field.
Totals  
Total quantity The quantity for which packaging details have already been added is displayed in this field.

Notes and warnings

Program access

  • The Dimensions function is available in both the Sales Order and Purchase Order modules, whereas the Packaging function is only available in the Sales Order module.

Restrictions and limits

  • Dimensions

    • The Dimensions function is available in both the Sales Order and Purchase Order modules, whereas the Packaging function is only available in the Sales Order module.

    • The options normally available against Dimensions in Sales Order Entry (i.e. 2-Dimensional, 3-Dimensional and Frames) are not available when any form of packaging is required.

    • Up to 100 dimensions can be defined for each order line.

    • Dimensions can only be entered when adding lines.

    • You cannot capture dimensions for stocked items that have Unit Quantity processing set against them (Stock Codes).

  • Packaging

    Packaging details can only be entered if:

    • The quantity to ship is greater than zero (Sales Order Entry)

    • The part category for the stock item is not defined as 'K-Kit part' (Stock Codes)

    • The stock item does not have Unit quantity processing selected against it (Stock Codes)

    • The order type is not a Credit note (Sales Order Entry)

    • The sales order does not contain any lines with quantities dispatched but not invoiced (Sales Order Entry).

    If either the Packaging option: Requested but optional or Requested and mandatory are selected and any of the above checks fail, then the order line is saved without packaging details being requested.

Enter dimensions

  1. From the SO Dimension Entry program, select the type of dimension you want to enter (i.e. Select either 2-dimensional, 3-dimensional or frames).

  2. Enter the dimension details and select Add.

  3. Select Accept Entries.

    The order quantity field is automatically updated according to the dimension information you entered.

Clear dimensions

[Note]

You can only clear (remove) dimension information at the time of adding a line.

The dimension calculation is performed and the dimension information you entered is stored as a comment against the stock item line. Although you can change this comment line, the calculation is not re-performed (i.e. the order quantity is not updated).

If you need to change the dimension information (i.e. the order quantity), after you have saved the line, you must cancel the line and re-enter it with the correct dimension information.

  1. From the SO Dimension Entry program, select Clear.

  2. At the prompt select OK to delete the dimension entries for the line.

    The order quantity is set to zero.

  3. Optionally enter an order quantity or select the Dimensions function to re-enter different dimensions for the line.