Table of Contents

Parcel Selection

Parcel Selection makes it easy to get an overview of existing parcels in your system. It shows the available quantities and is a tool from where you can quickly create new sales documents or change the location code of a parcel.

Check inventory and availability of parcels

  1. Choose the Search icon, enter Parcel Selection, and then choose the related link.

  2. On the Filter FastTab, a various number of filters can be set to find the parcels needed.

  3. Add filters to find the right parcels and click on Calculate under Home in the top menu.

  4. On the Line FastTab, parcels which fit the filters are shown.

Tip

Select the Show Only Available check box in the Filter FastTab, to only show parcels with an available quantity.

Use parcel selection in sales documents

  1. In a sales document such as a Sales Order, open the masslines of an item which is managed with parcels by clicking on Measurements and Masslines in the Lines FastTab menu.

  2. On the Sales Line - Masslines page, add a new line and enter a number of pieces.

  3. In the Parcel No. field, choose the edit button.

  4. On the Parcel Selection page, in the Line FastTab, choose one or more parcels by selecting the Select Quantity check box.

Tip

Use additional filters in the Filter FastTab to narrow down the results.

  1. Select the Close button to take over the selected values to the Sales Masslines and close the page.

Change the location of a parcel

The location of one or more parcels can be changed quickly via Parcel Selection.

Note

To be able to change the Location Code in Parcel Selection, on the Wood Setup page, the Location Change Nos. field in the No. Series FastTab must be filled.

  1. Choose the Search icon, enter Parcel Selection, and then choose the related link.

  2. Add filters to find the right parcels and click on Calculate under Home in the top menu.

  3. On the Line FastTab, select the Select Quantity checkbox for the parcel whose Location Code you want to change.

  4. Click on Change Location Code under Home in the top menu.

  5. In the Create Document window that opens, enter the New Location Code and, if necessary, a New Bin Code.

  6. Click OK to change the Location Code and close the page.

Create sales documents

From Parcel Selection you can create new sales documents for the selected parcels with ease.

  1. Choose the Search icon, enter Parcel Selection, and then choose the related link.

  2. Add filters to find the right parcels and click on Calculate under Home in the top menu.

  3. On the Line FastTab, select the Select Quantity checkbox for the parcel you want to create a sales document for.

  4. Click on Create Sales Document under New in the top menu.

  5. In the Create Document window that opens, click on the drop-down arrow in the Document Type field and select a document type.

  6. Choose a Customer No. and a Location Code.

  7. Click OK to create the document and close the page.

Change parcel dimensions

From Parcel Selection you can change the dimensions of one or more parcels to quickly modify the inventory of a parcel.

  1. Choose the Search icon, enter Parcel Selection, and then choose the related link.

  2. Add filters to find the right parcels and click on Calculate under Home in the top menu.

  3. On the Line FastTab, select the Select Quantity checkbox for the parcel whose Dimensions you want to change.

  4. In the top menu, click on Change Parcel Dimensions under Home.

  5. Modify the editable fields for the relevant parcels. If a dimension is fixed the field is not editable.

Note

The dimensions that are changed appear in red to notify the user that it has been changed.

  1. Click on Apply Changes in the top menu to apply the changes to the selected parcels.

  2. If the changes are applied the page is automatically closed. The dimensions of the parcels that were changed are now adjusted.

Using the View Type filter

When working with Parcel Selection, the View Type field in the Filter FastTab is a valuable tool to customize how you perceive the overview of existing parcels in your system. This filter allows you to choose the type of data that populates the parcel overview.

There are four options available for selection:

  • Inventory is based on the Item Ledger Entries. This option displays the current existing parcels in your system.

  • Purchase reveals planned receipts associated with the location codes of your purchase orders.

  • Transfer specifically highlights planned receipts on the new location code of transfer orders

  • All consolidates data from all the aforementioned sources into a unified dataset.

To facilitate differentiation between data sources within your parcel overview, add the hidden (by default) Type field to the parcel selection lines. This field shows the source of the parcel, e.g. Inventory, Purchase, and Transfer.

In summary, the View Type filter empowers you to tailor your parcel overview, providing flexibility and clarity in managing and understanding your parcel data.